+170.6%
SYF vs SPXU
-99.5%
+270.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +1.4% |
| 7D | -2.0% | -7.6% | +5.5% | -5.6% |
| 30D | +1.2% | +5.3% | -4.1% | +4.3% |
| 3M | -9.4% | +9.6% | -19.0% | -4.3% |
| 6M | +4.4% | -4.5% | +8.9% | +4.4% |
| YTD | -11.9% | -25.9% | +14.0% | -20.5% |
| 1Y | -0.4% | -28.9% | +28.5% | -11.5% |
| 3Y | +159.6% | -80.5% | +240.0% | +45.8% |
| 5Y | +60.9% | -83.4% | +144.3% | +5.8% |
| All | +170.6% | -99.5% | +270.1% | -44.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling