+250.1%
SYF vs NUE
+599.8%
-349.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.8% | -0.1% |
| 7D | -4.9% | -0.6% | -4.3% | -4.6% |
| 30D | -4.3% | -4.6% | +0.2% | -2.0% |
| 3M | +5.5% | -0.3% | +5.8% | +4.8% |
| 6M | +17.5% | +51.9% | -34.4% | -8.8% |
| YTD | -7.8% | +60.0% | -67.8% | -30.9% |
| 1Y | +1.6% | +82.9% | -81.3% | -30.1% |
| 3Y | +154.8% | +66.0% | +88.8% | +78.2% |
| 5Y | +79.5% | +149.0% | -69.5% | -11.3% |
| All | +250.1% | +599.8% | -349.7% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 10y: compounded portfolio wealth divided by compounded NUE 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…
10y analysis · Full analysis span regression · 6 months rolling