+91.3%
SYF vs PAAS
+113.1%
-21.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.4% |
| 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% | +17.8% |
| YTD | -3.0% | 0.0% | -3.0% | -4.5% |
| 1Y | +5.7% | +54.3% | -48.6% | -2.1% |
| 3Y | +160.1% | +230.7% | -70.6% | +109.4% |
| All | +91.3% | +113.1% | -21.7% | +56.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling