-7.2%
T vs SYF
+5.5%
-12.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.3% |
| 7D | -1.5% | +2.6% | -4.1% | -1.5% |
| 30D | +7.6% | 0.0% | +7.6% | +7.6% |
| 3M | +15.3% | +11.9% | +3.4% | +15.7% |
| 6M | -8.5% | +18.9% | -27.4% | -8.0% |
| YTD | +6.8% | -4.6% | +11.4% | +8.0% |
| 1Y | -7.2% | +6.4% | -13.6% | -8.0% |
| All | -7.2% | +5.5% | -12.7% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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