-3.4%
SYF vs GEN
+11.7%
-15.2%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | 0.0% |
| 7D | -3.3% | -3.0% | -0.3% | -2.8% |
| 30D | -2.2% | +24.7% | -26.9% | -6.0% |
| 3M | -9.3% | +4.1% | -13.5% | -9.9% |
| 6M | +2.1% | +36.0% | -34.0% | -4.5% |
| YTD | -12.6% | +10.9% | -23.5% | -8.7% |
| 1Y | -3.4% | +12.2% | -15.6% | +0.1% |
| All | -3.4% | +11.7% | -15.2% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling