+21.0%
USAR vs SYF
+4.8%
+16.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -2.1% |
| 7D | -4.4% | -1.3% | -3.1% | -3.5% |
| 30D | -10.4% | -1.1% | -9.3% | -9.2% |
| 3M | -18.4% | +7.4% | -25.8% | -23.4% |
| 6M | -8.8% | +16.2% | -25.0% | -17.2% |
| YTD | +43.4% | -6.1% | +49.5% | +47.7% |
| 1Y | +21.0% | +3.4% | +17.6% | +20.3% |
| All | +21.0% | +4.8% | +16.2% | +20.3% |
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