+21.3%
NOK vs SYY
+8.7%
+12.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.8% | -6.4% | -1.5% |
| 7D | -10.4% | -6.3% | -4.1% | -11.9% |
| 30D | -19.0% | +0.7% | -19.8% | -18.8% |
| 3M | -16.7% | -6.4% | -10.3% | -17.9% |
| 6M | -37.1% | +7.6% | -44.7% | -37.2% |
| YTD | +27.7% | +7.4% | +20.2% | +33.6% |
| 1Y | +21.3% | +8.3% | +13.0% | +27.0% |
| All | +21.3% | +8.7% | +12.5% | +27.0% |
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