+170.6%
SYF vs PNC
+202.3%
-31.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.3% |
| 7D | -2.0% | +3.1% | -5.1% | -4.9% |
| 30D | +1.2% | +7.6% | -6.4% | -6.0% |
| 3M | -9.4% | -8.1% | -1.2% | -1.9% |
| 6M | +4.4% | +12.6% | -8.2% | -7.2% |
| YTD | -11.9% | +15.0% | -26.9% | -23.4% |
| 1Y | -0.4% | +30.4% | -30.8% | -23.4% |
| 3Y | +159.6% | +116.1% | +43.4% | +24.8% |
| 5Y | +60.9% | +37.5% | +23.4% | +18.2% |
| All | +170.6% | +202.3% | -31.7% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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