+102.7%
NOK vs SYF
+89.2%
+13.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.5% |
| 7D | +9.3% | -1.3% | +10.7% | +9.7% |
| 30D | +17.9% | -1.1% | +18.9% | +18.1% |
| 3M | -22.3% | +7.4% | -29.7% | -23.9% |
| 6M | +36.4% | +16.2% | +20.2% | +30.1% |
| YTD | +66.3% | -6.1% | +72.4% | +67.3% |
| 1Y | +134.4% | +3.4% | +131.0% | +128.8% |
| 3Y | +186.6% | +162.9% | +23.7% | +95.4% |
| 5Y | +102.7% | +85.6% | +17.1% | +45.1% |
| All | +102.7% | +89.2% | +13.4% | +45.1% |
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