+113.2%
WDC vs SYF
+4.2%
+109.0%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.2% | -6.6% | -6.7% |
| 7D | -18.3% | -0.4% | -17.9% | -18.2% |
| 30D | -26.7% | +4.4% | -31.1% | -27.6% |
| 3M | -40.9% | -4.7% | -36.2% | -40.1% |
| 6M | -26.8% | +1.9% | -28.7% | -27.6% |
| YTD | +88.2% | -8.9% | +97.1% | +85.9% |
| 1Y | +113.2% | +4.1% | +109.1% | +98.6% |
| All | +113.2% | +4.2% | +109.0% | +98.6% |
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