+19.8%
XBI vs SYF
+78.7%
-58.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +0.9% | -0.7% |
| 7D | -4.6% | -5.5% | +0.9% | -2.7% |
| 30D | -0.8% | -3.9% | +3.1% | +0.6% |
| 3M | +21.8% | +8.9% | +12.9% | +17.6% |
| 6M | +23.2% | +16.2% | +7.0% | +16.1% |
| YTD | +28.7% | -8.4% | +37.2% | +31.2% |
| 1Y | +67.8% | +2.6% | +65.2% | +63.3% |
| 3Y | +100.6% | +156.4% | -55.7% | +30.7% |
| 5Y | +19.8% | +78.2% | -58.4% | -18.0% |
| All | +19.8% | +78.7% | -58.9% | -18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling