+5.1%
SYF vs WEC
+3.4%
+1.7%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -1.5% |
| 7D | +2.6% | +0.8% | +1.8% | +2.7% |
| 30D | 0.0% | +0.3% | -0.3% | +0.1% |
| 3M | +11.9% | -2.9% | +14.8% | +12.0% |
| 6M | +18.9% | -5.9% | +24.8% | +18.3% |
| YTD | -4.6% | +4.1% | -8.7% | -2.5% |
| All | +5.1% | +3.4% | +1.7% | +5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling