+35.7%
URI vs SYF
-1.8%
+37.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.7% | +4.0% |
| 7D | +2.4% | -3.6% | +6.0% | +3.6% |
| 30D | +8.9% | -1.7% | +10.6% | +9.6% |
| 3M | +0.8% | -7.8% | +8.6% | +3.2% |
| 6M | +23.1% | +3.4% | +19.7% | +21.0% |
| YTD | +43.1% | -12.2% | +55.3% | +43.8% |
| 1Y | +35.7% | -1.6% | +37.3% | +25.2% |
| All | +35.7% | -1.8% | +37.5% | +25.2% |
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 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