+1,022.8%
NBIS vs SYY
+15.9%
+1,006.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -1.4% |
| 7D | -0.8% | +3.9% | -4.8% | -0.4% |
| 30D | -13.4% | -1.7% | -11.6% | -13.4% |
| 3M | +1.0% | +5.2% | -4.1% | +1.1% |
| 6M | +100.5% | -0.2% | +100.7% | +100.5% |
| YTD | +168.3% | +15.4% | +152.9% | +174.2% |
| 1Y | +151.8% | +5.6% | +146.2% | +151.8% |
| All | +1,022.8% | +15.9% | +1,006.9% | +923.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling