+158.7%
SYF vs OVV
+54.1%
+104.6%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.0% | -2.6% | -0.3% |
| 7D | -3.6% | +1.2% | -4.8% | -3.9% |
| 30D | -1.7% | -2.5% | +0.8% | -1.5% |
| 3M | -7.8% | +0.5% | -8.3% | -8.6% |
| 6M | +3.4% | +8.5% | -5.1% | -0.7% |
| YTD | -12.2% | +64.5% | -76.7% | -30.3% |
| 1Y | -1.6% | +64.7% | -66.2% | -22.3% |
| All | +158.7% | +54.1% | +104.6% | +104.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 3y: compounded portfolio wealth divided by compounded OVV 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…
3y analysis · Full analysis span regression · 6 months rolling