+5.1%
SYF vs RMD
-20.3%
+25.4%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | -0.6% |
| 7D | +2.6% | -4.5% | +7.1% | +4.1% |
| 30D | 0.0% | +4.6% | -4.6% | -1.7% |
| 3M | +11.9% | +14.8% | -2.9% | +6.8% |
| 6M | +18.9% | -12.1% | +31.0% | +22.0% |
| YTD | -4.6% | -7.5% | +2.9% | -4.1% |
| All | +5.1% | -20.3% | +25.4% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling