+262.9%
SYF vs RACE
+793.9%
-531.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +1.0% |
| 7D | +2.4% | -2.5% | +4.9% | +3.6% |
| 30D | +0.8% | +0.8% | +0.1% | +0.3% |
| 3M | +13.4% | +17.2% | -3.8% | +4.6% |
| 6M | +16.3% | +13.6% | +2.8% | +8.4% |
| YTD | -3.0% | +12.2% | -15.2% | -9.7% |
| 1Y | +5.7% | -16.3% | +22.0% | +12.5% |
| 3Y | +160.1% | +36.4% | +123.7% | +101.8% |
| 5Y | +88.5% | +95.0% | -6.4% | +16.2% |
| All | +262.9% | +793.9% | -531.0% | +25.0% |
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