+167.2%
SYF vs RMD
+52.4%
+114.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | -0.8% |
| 7D | +2.6% | -4.5% | +7.1% | +3.8% |
| 30D | 0.0% | +4.6% | -4.6% | -1.2% |
| 3M | +11.9% | +14.8% | -2.9% | +8.0% |
| 6M | +18.9% | -12.1% | +31.0% | +22.0% |
| YTD | -4.6% | -7.5% | +2.9% | -3.4% |
| 1Y | +6.4% | -20.1% | +26.4% | +11.1% |
| 3Y | +167.2% | +53.9% | +113.3% | +144.5% |
| All | +167.2% | +52.4% | +114.8% | +144.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling