+65.2%
SYF vs WCC
+141.7%
-76.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.1% | -8.8% | -4.1% |
| 7D | -4.7% | -5.7% | +1.0% | -3.1% |
| 30D | +0.6% | -13.5% | +14.0% | +5.6% |
| 3M | -6.8% | -12.9% | +6.0% | -3.2% |
| 6M | +0.5% | -10.7% | +11.2% | +2.0% |
| YTD | -11.1% | +30.0% | -41.1% | -25.5% |
| 1Y | +1.3% | +24.7% | -23.4% | -13.5% |
| 3Y | +164.6% | +136.6% | +28.1% | +57.1% |
| 5Y | +65.2% | +143.9% | -78.7% | -10.8% |
| All | +65.2% | +141.7% | -76.5% | -10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling