+20.4%
XLV vs SYF
+3.3%
+17.1%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | -3.6% | -4.9% | +1.4% | -3.0% |
| 30D | -1.8% | -4.3% | +2.5% | -1.3% |
| 3M | +7.8% | +5.5% | +2.3% | +7.1% |
| 6M | +9.1% | +17.5% | -8.4% | +7.4% |
| YTD | +7.7% | -7.8% | +15.5% | +7.8% |
| 1Y | +20.4% | +1.6% | +18.8% | +16.7% |
| All | +20.4% | +3.3% | +17.1% | +16.7% |
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