+28.0%
NBIS vs SYY
+8.7%
+19.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.8% | -10.5% | -6.2% |
| 7D | -22.4% | -6.3% | -16.0% | -22.6% |
| 30D | -39.1% | +0.7% | -39.9% | -39.4% |
| 3M | -37.3% | -6.4% | -30.9% | -37.4% |
| 6M | -19.8% | +7.6% | -27.4% | -23.5% |
| YTD | +69.1% | +7.4% | +61.6% | +68.0% |
| 1Y | +28.0% | +8.3% | +19.7% | +26.8% |
| All | +28.0% | +8.7% | +19.3% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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