+82.2%
UBER vs SYF
+177.2%
-95.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -3.9% | +2.4% | -6.3% | -4.9% |
| 30D | +11.1% | +0.8% | +10.3% | +10.4% |
| 3M | +4.9% | +13.4% | -8.5% | -1.9% |
| 6M | -1.2% | +16.3% | -17.5% | -9.0% |
| YTD | -7.3% | -3.0% | -4.3% | -7.6% |
| 1Y | -17.6% | +5.7% | -23.3% | -21.7% |
| 3Y | +61.1% | +160.1% | -99.1% | -9.0% |
| 5Y | +87.9% | +88.5% | -0.6% | +21.5% |
| All | +82.2% | +177.2% | -95.0% | -9.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling