+163.3%
SYF vs TECH
+25.9%
+137.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -2.1% | +0.2% | -2.3% | -2.2% |
| 30D | +2.5% | +0.3% | +2.2% | +2.4% |
| 3M | -6.3% | +1.3% | -7.6% | -6.6% |
| 6M | -1.5% | +54.0% | -55.4% | -13.8% |
| YTD | -10.5% | +24.3% | -34.8% | -17.8% |
| 1Y | +1.5% | +25.8% | -24.3% | -7.3% |
| 3Y | +163.3% | +26.0% | +137.3% | +132.6% |
| All | +163.3% | +25.9% | +137.4% | +132.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 3y: compounded portfolio wealth divided by compounded TECH 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…
3y analysis · Full analysis span regression · 6 months rolling