+140.0%
WBD vs SYF
+7.1%
+133.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -1.8% | +2.4% | -4.2% | -2.3% |
| 30D | +8.8% | +0.8% | +7.9% | +8.5% |
| 3M | +4.6% | +13.4% | -8.8% | +1.1% |
| 6M | +1.1% | +16.3% | -15.3% | -3.4% |
| YTD | -2.0% | -3.0% | +1.0% | 0.0% |
| 1Y | +140.0% | +5.7% | +134.3% | +153.0% |
| All | +140.0% | +7.1% | +133.0% | +153.0% |
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