+180.0%
SYF vs RACE
+741.5%
-561.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -3.6% | -3.9% | +0.3% | -1.7% |
| 30D | -1.7% | +6.8% | -8.5% | -5.0% |
| 3M | -7.8% | +1.3% | -9.1% | -8.8% |
| 6M | +3.4% | +26.3% | -22.9% | -8.6% |
| YTD | -12.2% | +13.8% | -26.0% | -19.0% |
| 1Y | -1.6% | -0.5% | -1.1% | -3.1% |
| 3Y | +157.8% | +25.6% | +132.1% | +109.7% |
| 5Y | +61.9% | +67.6% | -5.7% | +8.4% |
| 10Y | +180.0% | +724.7% | -544.6% | +11.4% |
| All | +180.0% | +741.5% | -561.5% | +11.4% |
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