+1,040.6%
NBIS vs SYY
+14.6%
+1,025.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.9% | -6.0% | -5.0% |
| 7D | +8.3% | +1.5% | +6.8% | +8.5% |
| 30D | +18.1% | -2.3% | +20.4% | +17.9% |
| 3M | +7.8% | +5.5% | +2.3% | +7.6% |
| 6M | +136.6% | -1.0% | +137.5% | +136.3% |
| YTD | +172.5% | +14.1% | +158.4% | +178.2% |
| 1Y | +144.3% | +5.6% | +138.7% | +144.8% |
| All | +1,040.6% | +14.6% | +1,025.9% | +938.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling