+213.5%
TER vs SYF
+5.5%
+208.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.6% | +5.8% | +5.1% |
| 7D | +11.0% | +2.6% | +8.3% | +9.4% |
| 30D | -1.9% | 0.0% | -1.9% | -1.9% |
| 3M | -0.7% | +11.9% | -12.6% | -7.2% |
| 6M | +36.4% | +18.9% | +17.5% | +24.1% |
| YTD | +92.4% | -4.6% | +97.0% | +87.2% |
| 1Y | +213.5% | +6.4% | +207.2% | +180.6% |
| All | +213.5% | +5.5% | +208.0% | +180.6% |
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 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