+506.3%
NOW vs SYY
+86.7%
+419.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.9% |
| 7D | -8.7% | +4.7% | -13.5% | -9.7% |
| 30D | -29.3% | -0.7% | -28.6% | -29.4% |
| 3M | -21.8% | -6.8% | -15.1% | -20.9% |
| 6M | +9.2% | +8.6% | +0.6% | +6.6% |
| YTD | -35.0% | +8.4% | -43.4% | -37.5% |
| 1Y | -42.5% | +7.1% | -49.6% | -44.6% |
| 3Y | -21.5% | +25.2% | -46.7% | -28.7% |
| 5Y | -25.8% | +13.0% | -38.7% | -30.3% |
| 10Y | +506.3% | +88.9% | +417.4% | +383.8% |
| All | +506.3% | +86.7% | +419.6% | +383.8% |
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