-0.3%
SYF vs SWK
+79.5%
-79.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.5% | -1.8% |
| 7D | -4.3% | +10.7% | -14.9% | -8.3% |
| 30D | +1.0% | +33.3% | -32.3% | -11.0% |
| 3M | -6.4% | +14.7% | -21.1% | -11.9% |
| 6M | +1.0% | +48.5% | -47.5% | -15.6% |
| YTD | -10.7% | +63.9% | -74.6% | -28.8% |
| All | -0.3% | +79.5% | -79.8% | -24.4% |
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