+32.6%
XYZ vs SYF
+0.6%
+32.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +4.0% |
| 7D | +14.9% | -4.7% | +19.6% | +17.7% |
| 30D | +14.7% | +0.6% | +14.1% | +14.3% |
| 3M | +12.1% | -6.8% | +18.9% | +16.0% |
| 6M | +18.3% | +0.5% | +17.8% | +17.6% |
| YTD | +36.1% | -11.1% | +47.2% | +38.0% |
| All | +32.6% | +0.6% | +32.0% | +20.8% |
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