+292.3%
SYF vs ACI
+32.8%
+259.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +0.9% |
| 7D | -2.0% | +2.3% | -4.3% | -2.2% |
| 30D | +1.2% | +1.2% | 0.0% | +1.0% |
| 3M | -9.4% | +6.8% | -16.2% | -10.0% |
| 6M | +4.4% | -18.7% | +23.1% | +5.7% |
| YTD | -11.9% | -20.2% | +8.3% | -11.0% |
| 1Y | -0.4% | -23.7% | +23.3% | +1.1% |
| 3Y | +159.6% | -31.6% | +191.2% | +164.7% |
| 5Y | +60.9% | -42.8% | +103.7% | +63.8% |
| All | +292.3% | +32.8% | +259.4% | +330.2% |
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