+2.6%
SYF vs MDY
+13.9%
-11.3%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.5% | -1.3% |
| 7D | -5.5% | -2.5% | -3.0% | -2.5% |
| 30D | -3.9% | -5.0% | +1.2% | +2.5% |
| 3M | +8.9% | +0.5% | +8.5% | +8.6% |
| 6M | +16.2% | +8.0% | +8.2% | +6.4% |
| YTD | -8.4% | +12.2% | -20.6% | -19.6% |
| 1Y | +2.6% | +14.0% | -11.4% | -12.0% |
| All | +2.6% | +13.9% | -11.3% | -12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling