+1,449.6%
NET vs SYY
+24.5%
+1,425.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.8% |
| 7D | -7.0% | -2.3% | -4.7% | -6.7% |
| 30D | -4.8% | -4.9% | +0.1% | -4.1% |
| 3M | +3.8% | +8.4% | -4.6% | +2.4% |
| 6M | +50.0% | -7.4% | +57.4% | +51.2% |
| YTD | +41.5% | +11.0% | +30.5% | +38.8% |
| 1Y | +32.8% | -0.2% | +33.1% | +32.1% |
| 3Y | +335.9% | +23.8% | +312.1% | +315.7% |
| 5Y | +113.8% | +18.1% | +95.7% | +108.8% |
| All | +1,449.6% | +24.5% | +1,425.1% | +1,645.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling