+159.4%
SYF vs NUE
+60.7%
+98.6%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.9% |
| 7D | -1.3% | -2.3% | +1.0% | -0.2% |
| 30D | -1.1% | -6.1% | +5.0% | +1.7% |
| 3M | +7.4% | +1.7% | +5.7% | +5.9% |
| 6M | +16.2% | +53.1% | -36.9% | -7.2% |
| YTD | -6.1% | +59.0% | -65.2% | -26.8% |
| 1Y | +3.4% | +85.3% | -82.0% | -26.2% |
| All | +159.4% | +60.7% | +98.6% | +83.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling