+91.3%
SYF vs SUI
-32.0%
+123.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +2.4% | -2.8% | +5.2% | +3.6% |
| 30D | +0.8% | -1.2% | +2.0% | +1.3% |
| 3M | +13.4% | -1.7% | +15.1% | +13.8% |
| 6M | +16.3% | -10.5% | +26.8% | +21.3% |
| YTD | -3.0% | -1.8% | -1.2% | -2.8% |
| 1Y | +5.7% | -4.1% | +9.8% | +6.8% |
| 3Y | +160.1% | +11.3% | +148.9% | +139.3% |
| All | +91.3% | -32.0% | +123.3% | +107.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling