+10.9%
SYF vs PLTD
-76.4%
+87.3%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.7% | -1.0% |
| 7D | -2.1% | +13.7% | -15.9% | +0.1% |
| 30D | +2.5% | +18.4% | -15.9% | +5.7% |
| 3M | -6.3% | -7.5% | +1.2% | -7.1% |
| 6M | -1.5% | -31.3% | +29.9% | -5.8% |
| YTD | -10.5% | -15.4% | +4.9% | -9.5% |
| 1Y | +1.5% | -18.4% | +19.9% | +2.3% |
| All | +10.9% | -76.4% | +87.3% | -12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling