+66.5%
SYF vs GEN
+32.5%
+34.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | +0.4% |
| 7D | -2.1% | +2.3% | -4.4% | -2.9% |
| 30D | +2.5% | +33.1% | -30.5% | -7.4% |
| 3M | -6.3% | +6.5% | -12.7% | -9.3% |
| 6M | -1.5% | +53.8% | -55.2% | -18.0% |
| YTD | -10.5% | +11.2% | -21.7% | -15.5% |
| 1Y | +1.5% | +19.4% | -17.9% | -7.0% |
| 3Y | +163.3% | +81.0% | +82.2% | +105.0% |
| All | +66.5% | +32.5% | +34.0% | +41.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling