+11.4%
NEE vs SYF
+4.2%
+7.2%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.1% | +4.9% |
| 7D | +9.2% | -0.4% | +9.6% | +9.2% |
| 30D | +16.0% | +4.4% | +11.6% | +16.0% |
| 3M | +2.2% | -4.7% | +6.9% | +2.1% |
| 6M | -6.0% | +1.9% | -7.9% | -5.8% |
| YTD | +12.6% | -8.9% | +21.5% | +12.0% |
| 1Y | +11.4% | +4.1% | +7.3% | +11.9% |
| All | +11.4% | +4.2% | +7.2% | +11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling