+4.1%
SYF vs NXT
+10.5%
-6.4%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +11.1% | -11.3% | -1.0% |
| 7D | -0.4% | +30.0% | -30.4% | -2.6% |
| 30D | +4.4% | +28.6% | -24.2% | +2.1% |
| 3M | -4.7% | +8.4% | -13.1% | -5.6% |
| 6M | +1.9% | -8.7% | +10.7% | +1.6% |
| YTD | -8.9% | +22.5% | -31.4% | -12.0% |
| 1Y | +4.1% | +6.9% | -2.8% | +2.5% |
| All | +4.1% | +10.5% | -6.4% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 1y: compounded portfolio wealth divided by compounded NXT 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…
1y analysis · Full analysis span regression · 6 months rolling