+35.8%
XYZ vs SYF
-1.7%
+37.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.4% |
| 7D | -1.1% | -2.0% | +1.0% | 0.0% |
| 30D | +11.5% | +1.2% | +10.3% | +10.9% |
| 3M | +1.8% | -9.4% | +11.2% | +6.7% |
| 6M | +21.2% | +4.4% | +16.8% | +18.7% |
| YTD | +29.9% | -11.9% | +41.9% | +32.0% |
| 1Y | +35.8% | -0.4% | +36.2% | +27.8% |
| All | +35.8% | -1.7% | +37.4% | +27.8% |
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