+268.7%
SYF vs MUB
+18.0%
+250.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +2.6% | -0.3% | +2.9% | +3.1% |
| 30D | 0.0% | -1.5% | +1.6% | +2.6% |
| 3M | +11.9% | -1.9% | +13.9% | +15.8% |
| 6M | +18.9% | -1.7% | +20.6% | +22.6% |
| YTD | -4.6% | -0.8% | -3.8% | -3.1% |
| 1Y | +6.4% | +1.5% | +4.9% | +4.1% |
| 3Y | +167.2% | +8.8% | +158.4% | +127.6% |
| 5Y | +92.3% | +2.0% | +90.4% | +86.0% |
| All | +268.7% | +18.0% | +250.7% | +292.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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