+4.1%
SYF vs TROW
+17.3%
-13.2%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.0% | -6.2% | -3.3% |
| 7D | -0.4% | +8.2% | -8.7% | -4.6% |
| 30D | +4.4% | +8.3% | -3.9% | -0.1% |
| 3M | -4.7% | -1.6% | -3.1% | -3.9% |
| 6M | +1.9% | +11.9% | -10.0% | -5.3% |
| YTD | -8.9% | +14.3% | -23.3% | -17.9% |
| 1Y | +4.1% | +17.0% | -12.9% | -8.3% |
| All | +4.1% | +17.3% | -13.2% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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