+5.7%
SYF vs SMTC
+154.8%
-149.0%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +9.2% | -9.1% | -0.4% |
| 7D | +2.4% | +12.7% | -10.3% | +1.8% |
| 30D | +0.8% | +22.0% | -21.1% | -0.4% |
| 3M | +13.4% | -12.7% | +26.1% | +13.5% |
| 6M | +16.3% | +64.8% | -48.4% | +10.2% |
| YTD | -3.0% | +100.7% | -103.7% | -9.5% |
| 1Y | +5.7% | +146.9% | -141.2% | +0.3% |
| All | +5.7% | +154.8% | -149.0% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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