+157.4%
SYF vs HRB
+24.3%
+133.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -3.3% | -7.8% | +4.5% | -2.1% |
| 30D | -2.2% | +15.7% | -17.9% | -4.5% |
| 3M | -9.3% | -5.5% | -3.8% | -8.9% |
| 6M | +2.1% | +41.1% | -39.1% | -4.2% |
| YTD | -12.6% | +20.4% | -33.0% | -14.2% |
| 1Y | -3.4% | +15.2% | -18.7% | -4.3% |
| All | +157.4% | +24.3% | +133.1% | +141.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling