+4.1%
SYF vs SPXU
-30.4%
+34.4%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.9% | +4.7% | -2.1% |
| 7D | -0.4% | +2.2% | -2.6% | +0.6% |
| 30D | +4.4% | +3.8% | +0.6% | +6.2% |
| 3M | -4.7% | +3.3% | -8.0% | -2.8% |
| 6M | +1.9% | -16.7% | +18.6% | -4.2% |
| YTD | -8.9% | -28.6% | +19.7% | -17.7% |
| 1Y | +4.1% | -30.6% | +34.6% | -6.2% |
| All | +4.1% | -30.4% | +34.4% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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