-24.4%
NOW vs SYF
+61.9%
-86.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.7% | +3.0% |
| 7D | -5.6% | -3.6% | -2.0% | -4.2% |
| 30D | -26.8% | -1.7% | -25.0% | -26.5% |
| 3M | -19.4% | -7.8% | -11.6% | -17.4% |
| 6M | +12.3% | +3.4% | +8.9% | +9.2% |
| YTD | -32.9% | -12.2% | -20.7% | -30.8% |
| 1Y | -40.3% | -1.6% | -38.7% | -41.3% |
| 3Y | -19.1% | +157.8% | -176.8% | -49.8% |
| 5Y | -24.4% | +61.9% | -86.2% | -47.9% |
| All | -24.4% | +61.9% | -86.2% | -47.9% |
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 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