+74.5%
UBER vs SYF
+161.7%
-87.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.6% | +3.2% |
| 7D | -4.5% | -5.5% | +1.0% | -1.9% |
| 30D | -7.6% | -3.9% | -3.8% | -6.1% |
| 3M | +5.8% | +8.9% | -3.2% | +0.8% |
| 6M | +0.3% | +16.2% | -15.9% | -7.6% |
| YTD | -11.2% | -8.4% | -2.8% | -9.0% |
| 1Y | -23.0% | +2.6% | -25.6% | -25.8% |
| 3Y | +53.6% | +156.4% | -102.8% | -12.8% |
| 5Y | +81.9% | +78.2% | +3.7% | +20.8% |
| All | +74.5% | +161.7% | -87.1% | -11.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling