+1,972.6%
NOW vs SYY
+288.9%
+1,683.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.5% | -0.9% |
| 7D | -3.0% | -7.3% | +4.3% | -1.4% |
| 30D | -26.0% | +0.1% | -26.1% | -26.3% |
| 3M | -13.1% | -8.2% | -4.9% | -11.6% |
| 6M | +14.5% | +6.3% | +8.2% | +12.0% |
| YTD | -33.4% | +7.3% | -40.8% | -36.1% |
| 1Y | -40.6% | +8.5% | -49.1% | -43.3% |
| 3Y | -16.3% | +24.9% | -41.2% | -24.5% |
| 5Y | -26.3% | +8.0% | -34.4% | -30.5% |
| 10Y | +512.7% | +107.2% | +405.5% | +329.1% |
| All | +1,972.6% | +288.9% | +1,683.6% | +1,048.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling