+1,988.6%
NOW vs SYY
+296.6%
+1,692.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.3% |
| 7D | -3.1% | -4.1% | +1.0% | -2.3% |
| 30D | -27.0% | +0.3% | -27.4% | -27.3% |
| 3M | -17.7% | -6.3% | -11.4% | -16.7% |
| 6M | +12.7% | +9.7% | +3.0% | +9.3% |
| YTD | -32.9% | +9.4% | -42.4% | -35.9% |
| 1Y | -40.4% | +7.3% | -47.7% | -42.8% |
| 3Y | -17.1% | +27.6% | -44.7% | -25.6% |
| 5Y | -25.7% | +12.5% | -38.2% | -30.6% |
| 10Y | +504.6% | +87.4% | +417.2% | +344.8% |
| All | +1,988.6% | +296.6% | +1,692.0% | +1,052.1% |
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