+67.1%
SYF vs MUB
+3.3%
+63.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.5% |
| 7D | -1.7% | +0.7% | -2.4% | -2.2% |
| 30D | +3.0% | +4.4% | -1.4% | -0.3% |
| 3M | -5.8% | -0.2% | -5.7% | -5.8% |
| 6M | -1.0% | -0.6% | -0.4% | -0.5% |
| YTD | -10.1% | +0.3% | -10.4% | -10.1% |
| 1Y | +2.0% | +0.8% | +1.2% | +1.8% |
| 3Y | +164.5% | +12.0% | +152.5% | +137.1% |
| All | +67.1% | +3.3% | +63.8% | +10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling