+29.9%
TPR vs SYF
+0.6%
+29.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.7% |
| 7D | +12.7% | -4.7% | +17.4% | +14.8% |
| 30D | +17.1% | +0.6% | +16.5% | +16.8% |
| 3M | -15.9% | -6.8% | -9.0% | -13.8% |
| 6M | +2.6% | +0.5% | +2.1% | +1.3% |
| YTD | +7.5% | -11.1% | +18.6% | +8.3% |
| All | +29.9% | +0.6% | +29.3% | +23.0% |
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