-25.8%
ACN vs SYF
+60.4%
-86.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | -3.8% | -2.0% | -1.8% | -3.2% |
| 30D | +16.5% | +1.2% | +15.3% | +16.1% |
| 3M | +41.5% | -9.4% | +50.8% | +45.8% |
| 6M | +60.1% | +4.4% | +55.7% | +56.8% |
| YTD | -3.9% | -11.9% | +8.0% | -1.0% |
| 1Y | +4.1% | -0.4% | +4.5% | +3.1% |
| 3Y | -15.9% | +159.6% | -175.4% | -42.6% |
| All | -25.8% | +60.4% | -86.2% | -43.7% |
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