+199.8%
TER vs SYF
+7.1%
+192.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.4% | +5.4% |
| 7D | +0.6% | +2.4% | -1.8% | -0.7% |
| 30D | -8.3% | +0.8% | -9.2% | -8.7% |
| 3M | -12.2% | +13.4% | -25.6% | -18.5% |
| 6M | +17.0% | +16.3% | +0.7% | +7.6% |
| YTD | +84.6% | -3.0% | +87.6% | +78.2% |
| 1Y | +199.8% | +5.7% | +194.1% | +164.2% |
| All | +199.8% | +7.1% | +192.8% | +164.2% |
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