+157.4%
SYF vs NVT
+133.0%
+24.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.2% |
| 7D | -3.3% | +17.4% | -20.7% | -8.3% |
| 30D | -2.2% | -28.4% | +26.2% | +7.8% |
| 3M | -9.3% | -32.4% | +23.1% | +1.3% |
| 6M | +2.1% | -32.2% | +34.2% | +12.2% |
| YTD | -12.6% | +14.0% | -26.6% | -25.8% |
| 1Y | -3.4% | +4.3% | -7.7% | -14.7% |
| All | +157.4% | +133.0% | +24.5% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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