+61.0%
SYF vs SUI
-26.4%
+87.5%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.4% |
| 7D | -2.0% | -1.5% | -0.5% | -1.4% |
| 30D | +1.2% | +3.7% | -2.5% | -0.6% |
| 3M | -9.4% | -0.4% | -9.0% | -9.6% |
| 6M | +4.4% | -2.8% | +7.2% | +4.9% |
| YTD | -11.9% | -1.6% | -10.3% | -12.1% |
| 1Y | -0.4% | -2.1% | +1.6% | -0.5% |
| 3Y | +159.6% | +18.5% | +141.1% | +129.9% |
| All | +61.0% | -26.4% | +87.5% | +77.5% |
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