-0.4%
SYF vs HAS
+58.1%
-58.5%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.0% |
| 7D | -2.0% | +1.4% | -3.4% | -2.4% |
| 30D | +1.2% | +26.3% | -25.1% | -4.8% |
| 3M | -9.4% | +25.6% | -35.0% | -14.7% |
| 6M | +4.4% | +30.3% | -25.8% | -4.0% |
| YTD | -11.9% | +50.4% | -62.3% | -25.9% |
| 1Y | -0.4% | +57.7% | -58.1% | -19.0% |
| All | -0.4% | +58.1% | -58.5% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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