+168.4%
SYF vs SUI
+120.9%
+47.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.1% |
| 7D | -3.3% | -3.8% | +0.6% | -1.3% |
| 30D | -2.2% | +3.9% | -6.1% | -4.5% |
| 3M | -9.3% | +0.2% | -9.6% | -9.9% |
| 6M | +2.1% | -4.2% | +6.2% | +3.4% |
| YTD | -12.6% | -2.5% | -10.1% | -12.5% |
| 1Y | -3.4% | -4.0% | +0.6% | -2.6% |
| 3Y | +156.5% | +16.5% | +140.0% | +123.6% |
| 5Y | +59.6% | -27.2% | +86.8% | +80.9% |
| All | +168.4% | +120.9% | +47.5% | +118.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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