+174.7%
SYF vs TECH
-2.1%
+176.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.4% | +0.1% | +2.3% | +2.4% |
| 30D | +0.8% | +0.7% | +0.1% | +0.6% |
| 3M | +13.4% | +36.3% | -22.9% | +3.0% |
| 6M | +16.3% | +25.6% | -9.2% | +7.0% |
| YTD | -3.0% | +23.7% | -26.7% | -10.9% |
| 1Y | +5.7% | +37.6% | -31.9% | -7.2% |
| All | +174.7% | -2.1% | +176.8% | +153.3% |
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