+263.2%
SYF vs MSI
+590.9%
-327.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.0% |
| 7D | +2.6% | -5.8% | +8.4% | +6.1% |
| 30D | 0.0% | -1.0% | +1.0% | +0.4% |
| 3M | +11.9% | +14.2% | -2.2% | +2.8% |
| 6M | +18.9% | +1.0% | +17.9% | +16.4% |
| YTD | -4.6% | +21.5% | -26.1% | -17.3% |
| 1Y | +6.4% | -2.1% | +8.5% | +5.1% |
| 3Y | +167.2% | +69.3% | +97.8% | +79.6% |
| 5Y | +92.3% | +99.3% | -7.0% | +12.8% |
| 10Y | +263.2% | +595.0% | -331.9% | +20.4% |
| All | +263.2% | +590.9% | -327.8% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MSI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling