+1.5%
SYF vs URA
-31.4%
+32.9%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.4% | -4.8% | -1.2% |
| 7D | -2.1% | -4.1% | +2.0% | -1.5% |
| 30D | +2.5% | -19.0% | +21.5% | +6.1% |
| 3M | -6.3% | -25.1% | +18.9% | -1.7% |
| 6M | -1.5% | -44.5% | +43.0% | +7.7% |
| YTD | -10.5% | -24.3% | +13.8% | -9.7% |
| 1Y | +1.5% | -28.1% | +29.6% | +3.6% |
| All | +1.5% | -31.4% | +32.9% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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