+504.4%
NOW vs SYY
+86.6%
+417.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.8% |
| 7D | -1.7% | +1.3% | -3.0% | -2.0% |
| 30D | -27.4% | -3.5% | -23.8% | -27.0% |
| 3M | -19.4% | -9.3% | -10.1% | -18.0% |
| 6M | +13.1% | +5.9% | +7.2% | +10.9% |
| YTD | -34.3% | +6.5% | -40.7% | -36.6% |
| 1Y | -41.8% | +4.0% | -45.8% | -43.5% |
| 3Y | -20.7% | +23.0% | -43.7% | -27.6% |
| 5Y | -27.2% | +14.3% | -41.5% | -31.8% |
| All | +504.4% | +86.6% | +417.8% | +381.8% |
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