+144.9%
TE vs SYF
+0.9%
+144.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.5% | -4.3% | -5.1% |
| 7D | +0.9% | -5.5% | +6.4% | +4.6% |
| 30D | -16.3% | -3.9% | -12.4% | -14.0% |
| 3M | -40.8% | +8.9% | -49.7% | -44.2% |
| 6M | -42.6% | +16.2% | -58.8% | -48.2% |
| YTD | -31.4% | -8.4% | -23.0% | -28.7% |
| 1Y | +144.9% | +2.6% | +142.3% | +137.9% |
| All | +144.9% | +0.9% | +144.0% | +137.9% |
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