-0.4%
SYF vs SUI
-3.0%
+2.6%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.6% |
| 7D | -2.0% | -1.5% | -0.5% | -1.7% |
| 30D | +1.2% | +3.7% | -2.5% | +0.2% |
| 3M | -9.4% | -0.4% | -9.0% | -9.5% |
| 6M | +4.4% | -2.8% | +7.2% | +4.4% |
| YTD | -11.9% | -1.6% | -10.3% | -11.3% |
| 1Y | -0.4% | -2.1% | +1.6% | +0.8% |
| All | -0.4% | -3.0% | +2.6% | +0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling