+170.6%
SYF vs RACE
+729.2%
-558.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.1% |
| 7D | -2.0% | -1.2% | -0.8% | -1.5% |
| 30D | +1.2% | +6.1% | -4.9% | -1.9% |
| 3M | -9.4% | -0.3% | -9.1% | -9.6% |
| 6M | +4.4% | +23.4% | -19.0% | -6.7% |
| YTD | -11.9% | +12.5% | -24.5% | -18.3% |
| 1Y | -0.4% | -0.5% | +0.1% | -2.0% |
| 3Y | +159.6% | +23.6% | +135.9% | +112.8% |
| 5Y | +60.9% | +65.4% | -4.5% | +8.3% |
| All | +170.6% | +729.2% | -558.6% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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