+770.4%
NOW vs SYF
+308.6%
+461.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.3% | -4.6% | -5.5% |
| 7D | -6.7% | -3.8% | -2.9% | -5.5% |
| 30D | -25.8% | +2.6% | -28.5% | -26.6% |
| 3M | -12.7% | -6.5% | -6.1% | -11.2% |
| 6M | +11.2% | +0.8% | +10.4% | +9.7% |
| YTD | -33.2% | -10.1% | -23.1% | -31.9% |
| 1Y | -41.8% | +0.8% | -42.7% | -43.0% |
| 3Y | -15.7% | +158.8% | -174.5% | -40.5% |
| 5Y | -26.0% | +67.5% | -93.5% | -42.0% |
| 10Y | +515.1% | +230.0% | +285.1% | +235.9% |
| All | +770.4% | +308.6% | +461.8% | +289.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling