+17.6%
SYF vs ZYBT
-58.9%
+76.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.2% | +0.7% |
| 7D | -4.9% | -3.7% | -1.2% | -4.9% |
| 30D | -4.3% | 0.0% | -4.3% | -4.3% |
| 3M | +5.5% | +72.2% | -66.7% | +5.4% |
| 6M | +17.5% | +103.1% | -85.6% | +15.7% |
| YTD | -7.8% | +34.8% | -42.6% | -8.2% |
| 1Y | +1.6% | -83.2% | +84.8% | +7.8% |
| All | +17.6% | -58.9% | +76.5% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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