+92.3%
SYF vs GRMN
+76.7%
+15.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.4% |
| 7D | +2.6% | +0.2% | +2.4% | +2.5% |
| 30D | 0.0% | -11.3% | +11.4% | +6.0% |
| 3M | +11.9% | +17.7% | -5.8% | +1.7% |
| 6M | +18.9% | +14.2% | +4.8% | +9.4% |
| YTD | -4.6% | +37.0% | -41.6% | -20.8% |
| 1Y | +6.4% | +17.0% | -10.6% | -4.5% |
| 3Y | +167.2% | +183.2% | -16.0% | +40.3% |
| 5Y | +92.3% | +77.3% | +15.1% | +13.9% |
| All | +92.3% | +76.7% | +15.7% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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