+170.6%
SYF vs AMC
-98.8%
+269.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.5% | +0.9% |
| 7D | -2.0% | +3.5% | -5.5% | -2.2% |
| 30D | +1.2% | +12.5% | -11.3% | +0.6% |
| 3M | -9.4% | +23.6% | -32.9% | -10.4% |
| 6M | +4.4% | +144.4% | -139.9% | -0.7% |
| YTD | -11.9% | +108.3% | -120.3% | -15.9% |
| 1Y | -0.4% | +38.9% | -39.3% | -3.3% |
| 3Y | +159.6% | -58.9% | +218.4% | +158.8% |
| 5Y | +60.9% | -99.2% | +160.1% | +77.5% |
| All | +170.6% | -98.8% | +269.4% | +143.1% |
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