+32.9%
URI vs SYF
+4.2%
+28.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.2% | -4.3% |
| 7D | -4.3% | -0.4% | -3.9% | -4.2% |
| 30D | +4.6% | +4.4% | +0.2% | +3.3% |
| 3M | -2.1% | -4.7% | +2.6% | -0.9% |
| 6M | +21.9% | +1.9% | +20.0% | +20.6% |
| YTD | +39.7% | -8.9% | +48.6% | +38.8% |
| 1Y | +32.9% | +4.1% | +28.8% | +22.0% |
| All | +32.9% | +4.2% | +28.7% | +22.0% |
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 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