+186.5%
SYF vs RACE
+740.2%
-553.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.7% |
| 7D | -4.2% | +0.2% | -4.4% | -4.4% |
| 30D | -1.1% | +6.6% | -7.7% | -4.2% |
| 3M | -7.9% | +2.2% | -10.1% | -9.2% |
| 6M | -1.1% | +22.4% | -23.5% | -11.2% |
| YTD | -12.6% | +13.8% | -26.4% | -19.4% |
| 1Y | -2.4% | +2.2% | -4.6% | -5.2% |
| 3Y | +156.6% | +25.6% | +131.0% | +108.7% |
| 5Y | +61.9% | +71.0% | -9.1% | +7.1% |
| 10Y | +186.5% | +739.1% | -552.6% | +11.4% |
| All | +186.5% | +740.2% | -553.7% | +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