+262.9%
SYF vs AMC
-98.9%
+361.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.2% | -0.1% |
| 7D | +2.4% | +2.3% | +0.1% | +2.3% |
| 30D | +0.8% | -0.7% | +1.6% | +0.8% |
| 3M | +13.4% | +35.2% | -21.8% | +11.2% |
| 6M | +16.3% | +124.6% | -108.2% | +11.1% |
| YTD | -3.0% | +69.9% | -72.9% | -6.4% |
| 1Y | +5.7% | -2.6% | +8.3% | +4.4% |
| 3Y | +160.1% | -79.8% | +239.9% | +166.0% |
| 5Y | +88.5% | -99.4% | +187.9% | +110.8% |
| All | +262.9% | -98.9% | +361.8% | +228.6% |
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