+4.1%
SYF vs SWK
+87.6%
-83.6%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +13.1% | -13.3% | -5.3% |
| 7D | -0.4% | +17.9% | -18.3% | -7.2% |
| 30D | +4.4% | +31.9% | -27.6% | -7.5% |
| 3M | -4.7% | +16.6% | -21.3% | -10.9% |
| 6M | +1.9% | +61.1% | -59.2% | -17.5% |
| YTD | -8.9% | +64.2% | -73.2% | -27.1% |
| 1Y | +4.1% | +85.2% | -81.1% | -21.3% |
| All | +4.1% | +87.6% | -83.6% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling