+308.6%
SYF vs SUI
+243.2%
+65.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.6% |
| 7D | -3.8% | +8.8% | -12.5% | -7.6% |
| 30D | +2.6% | +8.9% | -6.3% | -1.8% |
| 3M | -6.5% | +2.0% | -8.6% | -7.9% |
| 6M | +0.8% | -0.6% | +1.5% | +0.3% |
| YTD | -10.1% | +1.3% | -11.5% | -11.6% |
| 1Y | +0.8% | +1.3% | -0.4% | -0.9% |
| 3Y | +158.8% | +16.3% | +142.6% | +130.7% |
| 5Y | +67.5% | -25.1% | +92.5% | +84.2% |
| 10Y | +230.0% | +121.1% | +108.9% | +167.4% |
| All | +308.6% | +243.2% | +65.4% | +208.7% |
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 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