+167.2%
SYF vs ACI
-43.5%
+210.6%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | 0.0% |
| 3M | +11.9% | -23.6% | +35.6% | +13.5% |
| 6M | +18.9% | -29.9% | +48.9% | +21.2% |
| YTD | -4.6% | -26.9% | +22.3% | -3.4% |
| 1Y | +6.4% | -34.2% | +40.6% | +8.7% |
| 3Y | +167.2% | -43.6% | +210.8% | +186.3% |
| All | +167.2% | -43.5% | +210.6% | +186.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling