+324.9%
SYF vs ACI
+21.8%
+303.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.3% | +1.6% | -1.4% |
| 7D | +2.6% | -2.6% | +5.2% | +2.8% |
| 30D | 0.0% | +1.1% | -1.0% | -0.1% |
| 3M | +11.9% | -23.6% | +35.6% | +14.0% |
| 6M | +18.9% | -29.9% | +48.9% | +21.9% |
| YTD | -4.6% | -26.9% | +22.3% | -2.7% |
| 1Y | +6.4% | -34.2% | +40.6% | +9.4% |
| 3Y | +167.2% | -43.6% | +210.8% | +177.5% |
| 5Y | +92.3% | -42.4% | +134.7% | +97.5% |
| All | +324.9% | +21.8% | +303.1% | +370.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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