+306.8%
SYF vs SUI
+238.2%
+68.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.0% | +0.2% |
| 7D | -2.1% | +6.2% | -8.4% | -5.0% |
| 30D | +2.5% | +8.6% | -6.1% | -1.8% |
| 3M | -6.3% | +1.0% | -7.3% | -7.1% |
| 6M | -1.5% | -2.6% | +1.1% | -1.0% |
| YTD | -10.5% | -0.1% | -10.4% | -11.4% |
| 1Y | +1.5% | +0.5% | +1.0% | +0.1% |
| 3Y | +163.3% | +15.3% | +148.0% | +135.5% |
| 5Y | +66.8% | -26.1% | +92.9% | +84.7% |
| 10Y | +228.5% | +117.8% | +110.7% | +168.0% |
| All | +306.8% | +238.2% | +68.6% | +209.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling