+153.7%
ACN vs SYF
+196.3%
-42.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.3% |
| 7D | +1.6% | -4.2% | +5.7% | +2.9% |
| 30D | +24.6% | -1.1% | +25.7% | +25.1% |
| 3M | +46.2% | -7.9% | +54.1% | +49.9% |
| 6M | +46.2% | -1.1% | +47.3% | +45.8% |
| YTD | -0.9% | -12.6% | +11.7% | +2.4% |
| 1Y | +8.8% | -2.4% | +11.1% | +8.4% |
| 3Y | -14.3% | +156.6% | -170.9% | -40.1% |
| 5Y | -22.6% | +61.9% | -84.5% | -38.9% |
| 10Y | +153.7% | +186.5% | -32.7% | +55.3% |
| All | +153.7% | +196.3% | -42.6% | +55.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling