+32.6%
UNP vs SYF
+7.1%
+25.5%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -5.3% | +2.4% | -7.7% | -5.7% |
| 30D | -1.5% | +0.8% | -2.4% | -1.7% |
| 3M | +10.3% | +13.4% | -3.1% | +7.9% |
| 6M | +9.7% | +16.3% | -6.7% | +6.2% |
| YTD | +27.1% | -3.0% | +30.1% | +26.5% |
| 1Y | +32.6% | +5.7% | +26.9% | +28.9% |
| All | +32.6% | +7.1% | +25.5% | +28.9% |
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