+76.2%
UBER vs SYF
+89.2%
-13.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.2% | -2.1% |
| 7D | -7.0% | -1.3% | -5.7% | -6.5% |
| 30D | -8.9% | -1.1% | -7.8% | -8.6% |
| 3M | +1.0% | +7.4% | -6.4% | -2.7% |
| 6M | -3.7% | +16.2% | -19.9% | -10.5% |
| YTD | -13.0% | -6.1% | -6.9% | -11.9% |
| 1Y | -25.5% | +3.4% | -28.9% | -28.2% |
| 3Y | +50.5% | +162.9% | -112.4% | -14.2% |
| 5Y | +76.2% | +85.6% | -9.4% | +16.2% |
| All | +76.2% | +89.2% | -13.1% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling