-24.1%
NU vs SYY
+8.7%
-32.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.8% | -0.5% | +3.0% |
| 7D | +0.2% | -6.3% | +6.5% | +0.4% |
| 30D | -21.0% | +0.7% | -21.7% | -21.4% |
| 3M | -16.3% | -6.4% | -9.9% | -16.0% |
| 6M | -15.3% | +7.6% | -22.9% | -16.8% |
| YTD | -28.4% | +7.4% | -35.8% | -30.1% |
| 1Y | -24.1% | +8.3% | -32.4% | -26.4% |
| All | -24.1% | +8.7% | -32.9% | -26.4% |
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