+250.1%
SYF vs MDY
+177.2%
+72.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.4% |
| 7D | -4.9% | -1.9% | -3.1% | -2.4% |
| 30D | -4.3% | -4.6% | +0.3% | +2.3% |
| 3M | +5.5% | -1.2% | +6.7% | +7.5% |
| 6M | +17.5% | +9.2% | +8.3% | +4.0% |
| YTD | -7.8% | +13.1% | -20.8% | -22.2% |
| 1Y | +1.6% | +13.0% | -11.4% | -14.1% |
| 3Y | +154.8% | +49.2% | +105.6% | +50.0% |
| 5Y | +79.5% | +47.2% | +32.2% | +8.9% |
| All | +250.1% | +177.2% | +72.9% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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