+29.3%
V vs SYF
+4.2%
+25.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.2% | +4.0% | +3.9% |
| 7D | +9.0% | -0.4% | +9.4% | +9.1% |
| 30D | +18.1% | +4.4% | +13.7% | +16.8% |
| 3M | +18.3% | -4.7% | +23.1% | +19.5% |
| 6M | +34.1% | +1.9% | +32.2% | +32.8% |
| YTD | +25.2% | -8.9% | +34.2% | +26.8% |
| 1Y | +29.3% | +4.1% | +25.3% | +25.6% |
| All | +29.3% | +4.2% | +25.1% | +25.6% |
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