+6.4%
SYF vs URA
+20.2%
-13.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.1% | -4.8% | -2.1% |
| 7D | +2.6% | +8.1% | -5.5% | +1.3% |
| 30D | 0.0% | +5.8% | -5.7% | -0.9% |
| 3M | +11.9% | +3.4% | +8.5% | +10.8% |
| 6M | +18.9% | -2.6% | +21.5% | +18.3% |
| YTD | -4.6% | +11.2% | -15.8% | -8.0% |
| 1Y | +6.4% | +19.8% | -13.5% | -0.5% |
| All | +6.4% | +20.2% | -13.8% | -0.5% |
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