+5.7%
SYF vs NIO
-37.4%
+43.1%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.6% | +0.1% |
| 7D | +2.4% | -13.0% | +15.4% | +2.4% |
| 30D | +0.8% | -18.3% | +19.1% | +0.9% |
| 3M | +13.4% | -33.2% | +46.6% | +13.5% |
| 6M | +16.3% | -21.5% | +37.8% | +16.3% |
| YTD | -3.0% | -25.5% | +22.5% | -2.8% |
| 1Y | +5.7% | -38.0% | +43.7% | +6.9% |
| All | +5.7% | -37.4% | +43.1% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 1y: compounded portfolio wealth divided by compounded NIO 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…
1y analysis · Full analysis span regression · 6 months rolling