+15.0%
UNH vs SYF
+0.9%
+14.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -0.5% |
| 7D | -3.2% | -5.5% | +2.4% | -1.6% |
| 30D | -3.5% | -3.9% | +0.4% | -2.4% |
| 3M | -4.2% | +8.9% | -13.1% | -7.1% |
| 6M | +38.3% | +16.2% | +22.1% | +29.7% |
| YTD | +19.2% | -8.4% | +27.7% | +22.2% |
| 1Y | +15.0% | +2.6% | +12.3% | +12.4% |
| All | +15.0% | +0.9% | +14.0% | +12.4% |
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