+78.2%
SYF vs NVT
+399.9%
-321.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.3% | -1.5% |
| 7D | -5.5% | +2.0% | -7.5% | -6.5% |
| 30D | -3.9% | -7.2% | +3.3% | -0.9% |
| 3M | +8.9% | -0.9% | +9.8% | +6.8% |
| 6M | +16.2% | +42.6% | -26.4% | -8.5% |
| YTD | -8.4% | +52.9% | -61.3% | -31.3% |
| 1Y | +2.6% | +64.5% | -61.8% | -27.3% |
| 3Y | +156.4% | +178.0% | -21.6% | +18.8% |
| 5Y | +78.2% | +402.8% | -324.6% | -48.7% |
| All | +78.2% | +399.9% | -321.7% | -48.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling