+6.8%
NOW vs SYY
+18.7%
-11.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -2.7% |
| 7D | -2.4% | -2.3% | -0.1% | -1.9% |
| 30D | +20.5% | -4.9% | +25.4% | +21.9% |
| 3M | +18.3% | +8.4% | +10.0% | +16.1% |
| 6M | +24.1% | -7.4% | +31.4% | +26.1% |
| YTD | -7.8% | +11.0% | -18.8% | -12.6% |
| 1Y | -21.4% | -0.2% | -21.2% | -22.5% |
| 3Y | +19.5% | +23.8% | -4.2% | +3.1% |
| All | +6.8% | +18.7% | -11.8% | -6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling