+1,030.8%
URI vs SYF
+299.1%
+731.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.7% | +3.9% |
| 7D | +2.6% | -3.6% | +6.2% | +4.9% |
| 30D | +9.1% | -1.7% | +10.8% | +10.2% |
| 3M | +1.0% | -7.8% | +8.8% | +5.8% |
| 6M | +23.3% | +3.4% | +20.0% | +19.0% |
| YTD | +43.3% | -12.2% | +55.5% | +51.1% |
| 1Y | +35.9% | -1.6% | +37.5% | +33.2% |
| 3Y | +158.6% | +157.8% | +0.9% | +31.5% |
| 5Y | +213.1% | +61.9% | +151.2% | +106.8% |
| 10Y | +1,213.1% | +180.0% | +1,033.0% | +441.1% |
| All | +1,030.8% | +299.1% | +731.7% | +279.4% |
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 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