+45.2%
NU vs SYF
+83.3%
-38.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.5% | -1.3% |
| 7D | -2.6% | -1.3% | -1.3% | -1.9% |
| 30D | +8.2% | -1.1% | +9.3% | +8.9% |
| 3M | +26.3% | +7.4% | +18.9% | +21.3% |
| 6M | +2.2% | +16.2% | -14.0% | -5.6% |
| YTD | -10.4% | -6.1% | -4.3% | -8.5% |
| 1Y | -3.0% | +3.4% | -6.4% | -6.1% |
| 3Y | +120.3% | +162.9% | -42.6% | +20.2% |
| All | +45.2% | +83.3% | -38.1% | +6.4% |
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 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