+308.6%
SYF vs ACWI
+219.9%
+88.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.8% | +2.5% | +4.1% |
| 7D | -3.8% | -4.0% | +0.2% | +1.7% |
| 30D | +2.6% | -5.8% | +8.5% | +11.4% |
| 3M | -6.5% | -5.0% | -1.5% | +0.2% |
| 6M | +0.8% | +0.7% | +0.1% | -0.9% |
| YTD | -10.1% | +8.4% | -18.5% | -20.7% |
| 1Y | +0.8% | +10.1% | -9.3% | -12.9% |
| 3Y | +158.8% | +70.8% | +88.1% | +21.8% |
| 5Y | +67.5% | +55.4% | +12.1% | -8.2% |
| 10Y | +230.0% | +223.3% | +6.7% | -19.3% |
| All | +308.6% | +219.9% | +88.7% | 0.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling