-0.4%
SYF vs IRE
-97.6%
+97.2%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -14.4% | +15.2% | +1.1% |
| 7D | -2.0% | -31.8% | +29.8% | -1.5% |
| 30D | +1.2% | -71.8% | +73.0% | +2.8% |
| 3M | -9.4% | -88.9% | +79.5% | -6.7% |
| 6M | +4.4% | -95.4% | +99.8% | +7.4% |
| YTD | -11.9% | -94.2% | +82.3% | -10.6% |
| 1Y | -0.4% | -97.1% | +96.7% | +0.3% |
| All | -0.4% | -97.6% | +97.2% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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