+263.2%
SYF vs RCAT
-98.4%
+361.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.9% | -5.5% | -1.7% |
| 7D | +2.6% | +5.4% | -2.8% | +2.6% |
| 30D | 0.0% | -5.6% | +5.6% | +0.1% |
| 3M | +11.9% | -30.2% | +42.1% | +12.2% |
| 6M | +18.9% | -43.4% | +62.3% | +19.3% |
| YTD | -4.6% | +9.6% | -14.2% | -5.1% |
| 1Y | +6.4% | -2.0% | +8.3% | +5.8% |
| 3Y | +167.2% | +825.0% | -657.8% | +158.5% |
| 5Y | +92.3% | +199.8% | -107.5% | +86.7% |
| 10Y | +263.2% | -98.4% | +361.6% | +233.7% |
| All | +263.2% | -98.4% | +361.6% | +233.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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