+167.2%
SYF vs WU
-27.2%
+194.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +0.9% | -0.8% |
| 7D | +2.6% | -0.8% | +3.5% | +2.9% |
| 30D | 0.0% | -1.1% | +1.2% | +0.3% |
| 3M | +11.9% | -1.8% | +13.7% | +10.8% |
| 6M | +18.9% | -23.9% | +42.8% | +30.0% |
| YTD | -4.6% | -20.4% | +15.8% | +2.2% |
| 1Y | +6.4% | -10.6% | +16.9% | +7.6% |
| 3Y | +167.2% | -27.7% | +194.9% | +183.0% |
| All | +167.2% | -27.2% | +194.4% | +183.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling