+30.1%
XYZ vs SYF
-1.8%
+31.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.3% | -0.1% |
| 7D | -2.2% | -3.6% | +1.4% | -0.3% |
| 30D | +11.6% | -1.7% | +13.3% | +12.6% |
| 3M | +8.4% | -7.8% | +16.2% | +12.8% |
| 6M | +17.2% | +3.4% | +13.8% | +15.1% |
| YTD | +31.7% | -12.2% | +43.9% | +34.4% |
| 1Y | +30.1% | -1.6% | +31.6% | +19.2% |
| All | +30.1% | -1.8% | +31.8% | +19.2% |
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