-53.8%
TEAM vs SYF
+89.0%
-142.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.6% | -5.3% | -6.1% |
| 7D | -5.7% | +2.6% | -8.3% | -6.9% |
| 30D | +18.3% | 0.0% | +18.3% | +18.0% |
| 3M | +80.2% | +11.9% | +68.3% | +68.1% |
| 6M | +111.0% | +18.9% | +92.1% | +89.2% |
| YTD | +8.8% | -4.6% | +13.4% | +9.6% |
| 1Y | +2.2% | +6.4% | -4.2% | -3.3% |
| 3Y | -14.6% | +167.2% | -181.8% | -54.6% |
| 5Y | -53.8% | +92.3% | -146.1% | -73.6% |
| All | -53.8% | +89.0% | -142.8% | -73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling