-29.8%
NOW vs SYY
+3.3%
-33.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.2% | -4.5% | -1.7% |
| 7D | -4.1% | -0.2% | -3.9% | -4.1% |
| 30D | +2.9% | -2.7% | +5.6% | +2.1% |
| 3M | +22.6% | +5.9% | +16.7% | +25.2% |
| 6M | +7.5% | -2.3% | +9.9% | +7.6% |
| YTD | -14.4% | +13.1% | -27.5% | -10.6% |
| 1Y | -29.8% | +3.8% | -33.5% | -26.8% |
| All | -29.8% | +3.3% | -33.1% | -26.8% |
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 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