+247.6%
SYF vs WCN
+235.2%
+12.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.3% | -1.8% |
| 7D | -5.5% | -4.4% | -1.1% | -3.1% |
| 30D | -3.9% | -4.4% | +0.6% | -1.4% |
| 3M | +8.9% | +0.5% | +8.4% | +7.9% |
| 6M | +16.2% | -3.3% | +19.5% | +16.8% |
| YTD | -8.4% | -8.5% | 0.0% | -5.1% |
| 1Y | +2.6% | -8.9% | +11.5% | +6.2% |
| 3Y | +156.4% | +18.0% | +138.3% | +114.6% |
| 5Y | +78.2% | +25.0% | +53.1% | +38.7% |
| All | +247.6% | +235.2% | +12.3% | +55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded WCN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling