+246.6%
SYF vs RPRX
+53.1%
+193.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.0% | +0.6% | -1.6% |
| 7D | -5.5% | -8.0% | +2.5% | -3.4% |
| 30D | -3.9% | +2.1% | -5.9% | -4.4% |
| 3M | +8.9% | +8.2% | +0.7% | +6.3% |
| 6M | +16.2% | +28.9% | -12.7% | +7.8% |
| YTD | -8.4% | +54.1% | -62.6% | -19.4% |
| 1Y | +2.6% | +65.5% | -62.9% | -11.7% |
| 3Y | +156.4% | +117.3% | +39.1% | +101.0% |
| 5Y | +78.2% | +71.6% | +6.6% | +53.2% |
| All | +246.6% | +53.1% | +193.6% | +198.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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