+2,494.8%
NVDL vs SYF
+123.4%
+2,371.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.5% | -2.2% | -3.0% |
| 7D | -8.7% | -5.5% | -3.2% | -5.1% |
| 30D | -1.3% | -3.9% | +2.5% | +1.5% |
| 3M | +11.4% | +8.9% | +2.4% | +3.6% |
| 6M | +22.9% | +16.2% | +6.7% | +9.4% |
| YTD | +15.4% | -8.4% | +23.9% | +19.9% |
| 1Y | +18.8% | +2.6% | +16.1% | +12.9% |
| 3Y | +641.4% | +156.4% | +485.0% | +326.9% |
| All | +2,494.8% | +123.4% | +2,371.3% | +1,507.0% |
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