+91.3%
SYF vs GEN
+24.6%
+66.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.9% |
| 7D | +2.4% | -1.2% | +3.6% | +2.8% |
| 30D | +0.8% | +10.1% | -9.3% | -2.9% |
| 3M | +13.4% | +16.1% | -2.7% | +6.9% |
| 6M | +16.3% | +38.9% | -22.5% | +1.4% |
| YTD | -3.0% | +14.4% | -17.4% | -8.7% |
| 1Y | +5.7% | +5.9% | -0.2% | +2.7% |
| 3Y | +160.1% | +58.8% | +101.3% | +114.8% |
| All | +91.3% | +24.6% | +66.7% | +65.3% |
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