+4.1%
SYF vs STLA
-53.0%
+57.0%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.8% | -4.0% | -0.8% |
| 7D | -0.4% | -0.6% | +0.2% | -0.3% |
| 30D | +4.4% | +3.6% | +0.8% | +3.7% |
| 3M | -4.7% | -20.6% | +15.9% | -1.2% |
| 6M | +1.9% | -34.3% | +36.2% | +9.0% |
| YTD | -8.9% | -57.3% | +48.4% | +4.2% |
| 1Y | +4.1% | -52.6% | +56.7% | +14.6% |
| All | +4.1% | -53.0% | +57.0% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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