+19.4%
NEE vs SYF
+0.9%
+18.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | -0.3% |
| 7D | -1.9% | -5.5% | +3.6% | -1.9% |
| 30D | -3.1% | -3.9% | +0.7% | -3.1% |
| 3M | -2.4% | +8.9% | -11.3% | -2.0% |
| 6M | -8.6% | +16.2% | -24.8% | -8.2% |
| YTD | +4.9% | -8.4% | +13.4% | +5.2% |
| 1Y | +19.4% | +2.6% | +16.8% | +19.7% |
| All | +19.4% | +0.9% | +18.5% | +19.7% |
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