+153.0%
SYF vs NVMI
+203.1%
-50.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -2.0% |
| 7D | -5.5% | +3.8% | -9.3% | -6.3% |
| 30D | -3.9% | -7.6% | +3.7% | -2.4% |
| 3M | +8.9% | -28.0% | +36.9% | +15.3% |
| 6M | +16.2% | -15.3% | +31.5% | +17.0% |
| YTD | -8.4% | +11.5% | -19.9% | -14.9% |
| 1Y | +2.6% | +31.6% | -29.0% | -9.5% |
| All | +153.0% | +203.1% | -50.1% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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