+3.4%
SYF vs WU
-11.2%
+14.6%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.8% | -1.4% |
| 7D | -1.3% | -4.9% | +3.6% | -0.3% |
| 30D | -1.1% | -1.3% | +0.2% | -0.9% |
| 3M | +7.4% | -3.6% | +11.0% | +7.0% |
| 6M | +16.2% | -24.3% | +40.5% | +23.2% |
| YTD | -6.1% | -21.1% | +15.0% | -1.5% |
| 1Y | +3.4% | -10.3% | +13.7% | +2.3% |
| All | +3.4% | -11.2% | +14.6% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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