+8.5%
NI vs SYY
+8.7%
-0.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.8% | -2.3% | +1.0% |
| 7D | +3.9% | -6.3% | +10.3% | +4.7% |
| 30D | +15.3% | +0.7% | +14.6% | +15.1% |
| 3M | +2.4% | -6.4% | +8.8% | +3.1% |
| 6M | -4.5% | +7.6% | -12.1% | -5.3% |
| YTD | +11.4% | +7.4% | +3.9% | +9.2% |
| 1Y | +8.5% | +8.3% | +0.2% | +6.1% |
| All | +8.5% | +8.7% | -0.3% | +6.1% |
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