+163.3%
SYF vs HDB
-11.1%
+174.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.0% |
| 7D | -2.1% | +13.3% | -15.5% | -5.8% |
| 30D | +2.5% | +13.6% | -11.0% | -1.4% |
| 3M | -6.3% | +5.8% | -12.0% | -8.0% |
| 6M | -1.5% | -1.9% | +0.5% | -1.3% |
| YTD | -10.5% | -31.2% | +20.7% | -2.1% |
| 1Y | +1.5% | -29.6% | +31.1% | +10.2% |
| 3Y | +163.3% | -10.1% | +173.4% | +155.7% |
| All | +163.3% | -11.1% | +174.4% | +155.7% |
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