+5,093.9%
NI vs SYY
+4,545.1%
+548.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -1.1% |
| 7D | +1.3% | -0.2% | +1.5% | +1.3% |
| 30D | -0.3% | -2.7% | +2.5% | +0.4% |
| 3M | -9.5% | +5.9% | -15.3% | -10.9% |
| 6M | -10.2% | -2.3% | -7.9% | -10.3% |
| YTD | +1.8% | +13.1% | -11.3% | -2.3% |
| 1Y | +5.7% | +3.8% | +1.9% | +3.6% |
| 3Y | +69.6% | +26.7% | +42.9% | +56.5% |
| 5Y | +95.8% | +19.4% | +76.4% | +81.7% |
| 10Y | +145.1% | +112.0% | +33.1% | +86.4% |
| All | +5,093.9% | +4,545.1% | +548.8% | +2,367.1% |
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 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