+262.9%
SYF vs PAAS
+200.1%
+62.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.3% |
| 7D | +2.4% | -2.9% | +5.3% | +2.7% |
| 30D | +0.8% | +6.8% | -6.0% | +0.1% |
| 3M | +13.4% | -2.9% | +16.3% | +13.3% |
| 6M | +16.3% | -16.4% | +32.8% | +17.5% |
| YTD | -3.0% | 0.0% | -3.0% | -4.1% |
| 1Y | +5.7% | +54.3% | -48.6% | -0.2% |
| 3Y | +160.1% | +230.7% | -70.6% | +123.3% |
| 5Y | +88.5% | +111.6% | -23.1% | +65.1% |
| All | +262.9% | +200.1% | +62.8% | +216.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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