+499.2%
NOW vs SYF
+221.7%
+277.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | +0.1% | -0.2% |
| 7D | -3.0% | -2.1% | -0.9% | -2.4% |
| 30D | -26.0% | +2.5% | -28.6% | -26.8% |
| 3M | -13.1% | -6.3% | -6.8% | -11.9% |
| 6M | +14.5% | -1.5% | +16.0% | +13.8% |
| YTD | -33.4% | -10.5% | -22.9% | -32.2% |
| 1Y | -40.6% | +1.5% | -42.1% | -41.8% |
| 3Y | -16.3% | +163.3% | -179.6% | -39.6% |
| 5Y | -26.3% | +66.8% | -93.1% | -41.3% |
| All | +499.2% | +221.7% | +277.5% | +291.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling