+174.7%
SYF vs RGEN
+0.8%
+174.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.4% |
| 7D | +2.4% | -4.9% | +7.3% | +3.5% |
| 30D | +0.8% | +5.7% | -4.8% | -0.6% |
| 3M | +13.4% | +32.4% | -19.0% | +5.6% |
| 6M | +16.3% | +33.2% | -16.8% | +7.6% |
| YTD | -3.0% | +2.3% | -5.3% | -4.9% |
| 1Y | +5.7% | +39.0% | -33.3% | -3.9% |
| All | +174.7% | +0.8% | +174.0% | +156.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 3y: compounded portfolio wealth divided by compounded RGEN 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…
3y analysis · Full analysis span regression · 6 months rolling