+649.9%
NVDL vs SYY
+29.1%
+620.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | +0.2% |
| 7D | -10.3% | +3.9% | -14.3% | -9.2% |
| 30D | -7.1% | -1.7% | -5.4% | -7.4% |
| 3M | +6.6% | +5.2% | +1.4% | +8.5% |
| 6M | +21.1% | -0.2% | +21.3% | +21.2% |
| YTD | +15.2% | +15.4% | -0.2% | +22.8% |
| 1Y | +18.8% | +5.6% | +13.2% | +23.1% |
| 3Y | +649.9% | +28.9% | +621.0% | +745.9% |
| All | +649.9% | +29.1% | +620.8% | +745.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling