+4.1%
SYF vs HRB
+16.9%
-12.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.4% | -4.6% | -0.6% |
| 7D | -0.4% | +16.0% | -16.5% | -1.9% |
| 30D | +4.4% | +32.1% | -27.7% | +1.4% |
| 3M | -4.7% | +21.5% | -26.2% | -6.8% |
| 6M | +1.9% | +82.1% | -80.2% | -3.7% |
| YTD | -8.9% | +31.6% | -40.6% | -5.3% |
| 1Y | +4.1% | +15.9% | -11.8% | +10.8% |
| All | +4.1% | +16.9% | -12.8% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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