-6.3%
NVTS vs SYF
+71.2%
-77.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +3.0% |
| 7D | +9.7% | +2.6% | +7.1% | +7.3% |
| 30D | -13.6% | 0.0% | -13.6% | -13.7% |
| 3M | -51.0% | +11.9% | -62.9% | -55.7% |
| 6M | +46.3% | +18.9% | +27.4% | +24.3% |
| YTD | +68.1% | -4.6% | +72.7% | +71.7% |
| 1Y | +113.9% | +6.4% | +107.5% | +100.2% |
| 3Y | +45.3% | +167.2% | -121.9% | -38.5% |
| All | -6.3% | +71.2% | -77.5% | -49.2% |
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