+66.5%
SYF vs ACWI
+54.8%
+11.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -2.1% | -2.4% | +0.2% | +0.9% |
| 30D | +2.5% | -5.2% | +7.7% | +10.1% |
| 3M | -6.3% | -4.8% | -1.4% | +0.1% |
| 6M | -1.5% | -1.3% | -0.1% | -0.3% |
| YTD | -10.5% | +8.4% | -18.9% | -21.1% |
| 1Y | +1.5% | +11.0% | -9.5% | -13.6% |
| 3Y | +163.3% | +70.6% | +92.7% | +23.1% |
| All | +66.5% | +54.8% | +11.7% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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