+170.6%
SYF vs RMD
+347.3%
-176.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.6% | +0.7% |
| 7D | -2.0% | +2.1% | -4.1% | -2.7% |
| 30D | +1.2% | +2.1% | -0.9% | +0.2% |
| 3M | -9.4% | +6.2% | -15.6% | -11.6% |
| 6M | +4.4% | +19.4% | -15.0% | -2.7% |
| YTD | -11.9% | +0.5% | -12.5% | -13.1% |
| 1Y | -0.4% | -3.9% | +3.5% | -0.2% |
| 3Y | +159.6% | +72.5% | +87.0% | +102.6% |
| 5Y | +60.9% | -1.5% | +62.4% | +51.8% |
| All | +170.6% | +347.3% | -176.8% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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