+247.6%
SYF vs INDA
+83.0%
+164.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -1.4% |
| 7D | -5.5% | -3.6% | -1.9% | -2.3% |
| 30D | -3.9% | -4.0% | +0.1% | -0.3% |
| 3M | +8.9% | +1.7% | +7.2% | +7.5% |
| 6M | +16.2% | -3.6% | +19.9% | +20.3% |
| YTD | -8.4% | -11.0% | +2.5% | +1.8% |
| 1Y | +2.6% | -9.5% | +12.1% | +12.0% |
| 3Y | +156.4% | +7.6% | +148.7% | +137.8% |
| 5Y | +78.2% | +4.8% | +73.4% | +70.6% |
| All | +247.6% | +83.0% | +164.6% | +116.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling