+313.9%
SYF vs SWK
+83.3%
+230.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +13.1% | -13.3% | -8.1% |
| 7D | -0.4% | +17.9% | -18.3% | -10.6% |
| 30D | +4.4% | +31.9% | -27.6% | -12.6% |
| 3M | -4.7% | +16.6% | -21.3% | -14.3% |
| 6M | +1.9% | +61.1% | -59.2% | -25.3% |
| YTD | -8.9% | +64.2% | -73.2% | -35.0% |
| 1Y | +4.1% | +85.2% | -81.1% | -31.3% |
| 3Y | +162.2% | +50.2% | +112.0% | +84.8% |
| 5Y | +73.9% | -22.8% | +96.7% | +84.1% |
| 10Y | +234.2% | +35.8% | +198.5% | +130.8% |
| All | +313.9% | +83.3% | +230.6% | +150.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling