+167.1%
SYF vs SUI
+12.1%
+155.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +2.4% | -2.8% | +5.2% | +3.3% |
| 30D | +0.8% | -1.2% | +2.0% | +1.2% |
| 3M | +13.4% | -1.7% | +15.1% | +13.7% |
| 6M | +16.3% | -10.5% | +26.8% | +20.2% |
| YTD | -3.0% | -1.8% | -1.2% | -2.8% |
| 1Y | +5.7% | -4.1% | +9.8% | +6.6% |
| All | +167.1% | +12.1% | +155.1% | +153.7% |
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