+85.6%
SYF vs TD
+123.1%
-37.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -0.6% |
| 7D | -1.3% | -1.9% | +0.6% | +0.4% |
| 30D | -1.1% | -1.6% | +0.5% | +0.3% |
| 3M | +7.4% | +4.6% | +2.8% | +3.1% |
| 6M | +16.2% | +26.8% | -10.6% | -6.5% |
| YTD | -6.1% | +28.3% | -34.5% | -25.3% |
| 1Y | +3.4% | +60.4% | -57.1% | -33.1% |
| 3Y | +162.9% | +125.7% | +37.1% | +20.5% |
| 5Y | +85.6% | +122.4% | -36.8% | -15.3% |
| All | +85.6% | +123.1% | -37.5% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 5y: compounded portfolio wealth divided by compounded TD 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…
5y analysis · Full analysis span regression · 6 months rolling