+186.5%
SYF vs AMC
-98.7%
+285.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -3.8% | -2.2% |
| 7D | -4.2% | +5.5% | -9.7% | -4.5% |
| 30D | -1.1% | +16.1% | -17.2% | -1.8% |
| 3M | -7.9% | +43.0% | -50.9% | -9.5% |
| 6M | -1.1% | +130.7% | -131.8% | -5.7% |
| YTD | -12.6% | +121.8% | -134.4% | -16.7% |
| 1Y | -2.4% | +40.7% | -43.0% | -5.2% |
| 3Y | +156.6% | -56.8% | +213.4% | +155.3% |
| 5Y | +61.9% | -99.1% | +161.0% | +77.9% |
| 10Y | +186.5% | -98.7% | +285.1% | +157.7% |
| All | +186.5% | -98.7% | +285.1% | +157.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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