+61.0%
SYF vs PNC
+36.8%
+24.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.3% |
| 7D | -2.0% | +3.1% | -5.1% | -4.8% |
| 30D | +1.2% | +7.6% | -6.4% | -5.8% |
| 3M | -9.4% | -8.1% | -1.2% | -2.0% |
| 6M | +4.4% | +12.6% | -8.2% | -6.9% |
| YTD | -11.9% | +15.0% | -26.9% | -23.1% |
| 1Y | -0.4% | +30.4% | -30.8% | -22.9% |
| 3Y | +159.6% | +116.1% | +43.4% | +31.5% |
| All | +61.0% | +36.8% | +24.2% | +23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling