+78.2%
SYF vs UUUU
+111.0%
-32.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.3% | +3.9% | -1.6% |
| 7D | -5.5% | -5.0% | -0.5% | -4.9% |
| 30D | -3.9% | -7.8% | +3.9% | -2.9% |
| 3M | +8.9% | -0.4% | +9.4% | +8.3% |
| 6M | +16.2% | -32.9% | +49.1% | +20.7% |
| YTD | -8.4% | -6.3% | -2.2% | -11.5% |
| 1Y | +2.6% | +7.9% | -5.3% | -5.5% |
| 3Y | +156.4% | +85.2% | +71.2% | +100.1% |
| 5Y | +78.2% | +97.0% | -18.8% | +30.0% |
| All | +78.2% | +111.0% | -32.8% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling