+27.5%
UAL vs SYF
+4.2%
+23.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.2% | +8.2% | +8.2% |
| 7D | +11.9% | -0.4% | +12.4% | +12.4% |
| 30D | +5.2% | +4.4% | +0.9% | +1.3% |
| 3M | -12.7% | -4.7% | -8.0% | -8.9% |
| 6M | +28.5% | +1.9% | +26.6% | +25.3% |
| YTD | +3.5% | -8.9% | +12.5% | +5.5% |
| 1Y | +27.5% | +4.1% | +23.5% | +12.3% |
| All | +27.5% | +4.2% | +23.3% | +12.3% |
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