+247.6%
SYF vs PEG
+148.3%
+99.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.4% |
| 7D | -5.5% | -0.9% | -4.6% | -5.0% |
| 30D | -3.9% | -2.8% | -1.1% | -2.2% |
| 3M | +8.9% | -6.9% | +15.9% | +13.8% |
| 6M | +16.2% | -11.4% | +27.6% | +24.8% |
| YTD | -8.4% | -7.4% | -1.1% | -5.0% |
| 1Y | +2.6% | -8.3% | +10.9% | +6.6% |
| 3Y | +156.4% | +31.5% | +124.8% | +102.0% |
| 5Y | +78.2% | +38.0% | +40.2% | +32.5% |
| All | +247.6% | +148.3% | +99.3% | +111.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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