+1,040.6%
NBIS vs SYF
+38.5%
+1,002.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.5% | -2.6% | -3.4% |
| 7D | +8.3% | -5.5% | +13.8% | +12.5% |
| 30D | +18.1% | -3.9% | +21.9% | +21.6% |
| 3M | +7.8% | +8.9% | -1.2% | +0.4% |
| 6M | +136.6% | +16.2% | +120.3% | +107.5% |
| YTD | +172.5% | -8.4% | +181.0% | +183.5% |
| 1Y | +144.3% | +2.6% | +141.6% | +129.9% |
| All | +1,040.6% | +38.5% | +1,002.0% | +726.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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