+3.4%
SYF vs WCC
+66.8%
-63.5%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.3% |
| 7D | -1.3% | +6.8% | -8.1% | -3.1% |
| 30D | -1.1% | -3.0% | +1.9% | -0.5% |
| 3M | +7.4% | +0.2% | +7.2% | +6.7% |
| 6M | +16.2% | +33.2% | -17.0% | +4.5% |
| YTD | -6.1% | +45.8% | -51.9% | -18.4% |
| 1Y | +3.4% | +68.4% | -65.0% | -13.5% |
| All | +3.4% | +66.8% | -63.5% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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