+156.6%
SYF vs SUI
+17.8%
+138.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.5% |
| 7D | -4.2% | +3.4% | -7.6% | -5.2% |
| 30D | -1.1% | +4.6% | -5.7% | -2.6% |
| 3M | -7.9% | +1.6% | -9.5% | -8.5% |
| 6M | -1.1% | -3.5% | +2.4% | -0.5% |
| YTD | -12.6% | -1.0% | -11.6% | -12.8% |
| 1Y | -2.4% | -1.7% | -0.6% | -2.4% |
| 3Y | +156.6% | +18.4% | +138.3% | +138.1% |
| All | +156.6% | +17.8% | +138.8% | +138.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling