+289.3%
SYF vs ACI
+34.0%
+255.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.2% | -4.2% | -2.3% |
| 7D | -4.2% | -0.6% | -3.6% | -4.2% |
| 30D | -1.1% | +9.5% | -10.6% | -1.9% |
| 3M | -7.9% | +10.1% | -18.0% | -8.7% |
| 6M | -1.1% | -15.4% | +14.3% | -0.3% |
| YTD | -12.6% | -19.5% | +7.0% | -11.7% |
| 1Y | -2.4% | -21.0% | +18.6% | -1.2% |
| 3Y | +156.6% | -31.2% | +187.8% | +161.5% |
| 5Y | +61.9% | -40.6% | +102.5% | +64.7% |
| All | +289.3% | +34.0% | +255.3% | +326.7% |
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