+59.6%
SYF vs PAAS
+51.0%
+8.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | 0.0% |
| 7D | -3.3% | -7.0% | +3.8% | -2.4% |
| 30D | -2.2% | -15.3% | +13.1% | -0.3% |
| 3M | -9.3% | -27.7% | +18.4% | -6.1% |
| 6M | +2.1% | -40.5% | +42.5% | +7.7% |
| YTD | -12.6% | -26.5% | +13.9% | -11.0% |
| 1Y | -3.4% | -0.8% | -2.7% | -5.4% |
| 3Y | +156.5% | +196.9% | -40.5% | +106.7% |
| 5Y | +59.6% | +49.2% | +10.4% | +41.3% |
| All | +59.6% | +51.0% | +8.6% | +41.3% |
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