+22.9%
NVDL vs SYY
-1.1%
+24.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.9% | -5.6% | -4.6% |
| 7D | -8.7% | +1.5% | -10.2% | -8.5% |
| 30D | -1.3% | -2.3% | +1.0% | -1.3% |
| 3M | +11.4% | +5.5% | +5.9% | +11.2% |
| 6M | +22.9% | -1.0% | +23.8% | +26.8% |
| All | +22.9% | -1.1% | +24.0% | +26.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling