+247.6%
SYF vs PTEN
-15.3%
+262.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.2% | -2.4% |
| 7D | -5.5% | +2.8% | -8.3% | -6.3% |
| 30D | -3.9% | +17.6% | -21.4% | -8.4% |
| 3M | +8.9% | +8.2% | +0.7% | +4.6% |
| 6M | +16.2% | +38.1% | -21.9% | +1.7% |
| YTD | -8.4% | +117.3% | -125.7% | -30.5% |
| 1Y | +2.6% | +146.1% | -143.5% | -25.8% |
| 3Y | +156.4% | -3.0% | +159.4% | +134.3% |
| 5Y | +78.2% | +93.5% | -15.3% | +21.0% |
| All | +247.6% | -15.3% | +262.9% | +95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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