+340.9%
SYF vs GEN
+251.5%
+89.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.7% |
| 7D | +2.4% | -1.2% | +3.6% | +2.7% |
| 30D | +0.8% | +10.1% | -9.3% | -2.1% |
| 3M | +13.4% | +16.1% | -2.7% | +8.3% |
| 6M | +16.3% | +38.9% | -22.5% | +4.7% |
| YTD | -3.0% | +14.4% | -17.4% | -7.8% |
| 1Y | +5.7% | +5.9% | -0.2% | +2.8% |
| 3Y | +160.1% | +58.8% | +101.3% | +124.6% |
| 5Y | +88.5% | +24.7% | +63.8% | +69.9% |
| 10Y | +263.1% | +163.1% | +100.0% | +158.9% |
| All | +340.9% | +251.5% | +89.4% | +184.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling