+170.6%
SYF vs PRU
+99.2%
+71.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | 0.0% |
| 7D | -2.0% | +3.6% | -5.6% | -5.1% |
| 30D | +1.2% | +8.9% | -7.7% | -6.8% |
| 3M | -9.4% | +0.2% | -9.5% | -10.2% |
| 6M | +4.4% | +23.7% | -19.3% | -14.4% |
| YTD | -11.9% | +13.7% | -25.7% | -22.9% |
| 1Y | -0.4% | +20.6% | -21.0% | -17.3% |
| 3Y | +159.6% | +56.3% | +103.2% | +73.2% |
| 5Y | +60.9% | +42.3% | +18.5% | +17.8% |
| All | +170.6% | +99.2% | +71.3% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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