+18.2%
SYF vs PLTD
-77.3%
+95.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.3% | -3.9% | -1.2% |
| 7D | +2.6% | +4.5% | -1.9% | +3.5% |
| 30D | 0.0% | -0.7% | +0.8% | +0.1% |
| 3M | +11.9% | -31.0% | +43.0% | +6.6% |
| 6M | +18.9% | -24.8% | +43.7% | +16.4% |
| YTD | -4.6% | -18.6% | +14.0% | -4.3% |
| 1Y | +6.4% | -31.8% | +38.2% | +2.8% |
| All | +18.2% | -77.3% | +95.5% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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