+174.7%
SYF vs HDB
-24.9%
+199.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +2.4% | +0.4% | +2.0% | +2.3% |
| 30D | +0.8% | -2.8% | +3.7% | +1.7% |
| 3M | +13.4% | -3.5% | +16.9% | +14.4% |
| 6M | +16.3% | -24.7% | +41.1% | +25.4% |
| YTD | -3.0% | -36.6% | +33.6% | +9.3% |
| 1Y | +5.7% | -34.4% | +40.1% | +17.7% |
| All | +174.7% | -24.9% | +199.7% | +182.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 3y: compounded portfolio wealth divided by compounded HDB 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…
3y analysis · Full analysis span regression · 6 months rolling