+45.4%
NU vs SYY
+27.8%
+17.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.3% |
| 7D | -4.2% | +1.5% | -5.7% | -4.9% |
| 30D | +10.0% | -2.3% | +12.4% | +11.1% |
| 3M | +29.3% | +5.5% | +23.8% | +25.9% |
| 6M | +0.9% | -1.0% | +1.9% | +0.3% |
| YTD | -10.3% | +14.1% | -24.4% | -17.7% |
| 1Y | -3.2% | +5.6% | -8.7% | -7.6% |
| 3Y | +120.6% | +27.9% | +92.7% | +74.5% |
| All | +45.4% | +27.8% | +17.6% | +15.1% |
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