-42.9%
ACN vs SYF
+89.0%
-131.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.5% | -3.6% |
| 7D | -4.8% | +2.6% | -7.4% | -5.6% |
| 30D | +1.9% | 0.0% | +1.8% | +1.8% |
| 3M | +3.9% | +11.9% | -8.0% | -0.3% |
| 6M | -15.0% | +18.9% | -33.9% | -20.1% |
| YTD | -31.9% | -4.6% | -27.3% | -31.5% |
| 1Y | -28.5% | +6.4% | -34.9% | -30.7% |
| 3Y | -41.9% | +167.2% | -209.1% | -60.4% |
| 5Y | -42.9% | +92.3% | -135.2% | -59.2% |
| All | -42.9% | +89.0% | -131.9% | -59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling