-25.8%
TE vs SYF
+4.2%
-30.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.4% |
| 7D | +3.8% | -0.4% | +4.2% | +4.0% |
| 30D | -26.2% | +4.4% | -30.6% | -28.4% |
| 3M | -49.7% | -4.7% | -45.0% | -48.1% |
| 6M | -46.5% | +1.9% | -48.4% | -47.6% |
| YTD | -59.1% | -8.9% | -50.2% | -58.3% |
| 1Y | -25.8% | +4.1% | -29.9% | -39.8% |
| All | -25.8% | +4.2% | -30.0% | -39.8% |
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