+168.4%
SYF vs WEC
+195.2%
-26.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -3.3% | -0.7% | -2.5% | -3.0% |
| 30D | -2.2% | +11.0% | -13.1% | -5.7% |
| 3M | -9.3% | +8.6% | -18.0% | -12.0% |
| 6M | +2.1% | +6.2% | -4.1% | -0.3% |
| YTD | -12.6% | +14.3% | -26.9% | -17.2% |
| 1Y | -3.4% | +8.4% | -11.8% | -6.8% |
| 3Y | +156.5% | +62.9% | +93.6% | +109.4% |
| 5Y | +59.6% | +55.8% | +3.7% | +30.6% |
| All | +168.4% | +195.2% | -26.8% | +132.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling