+2,494.8%
NVDL vs SYY
+7.6%
+2,487.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.9% | -5.6% | -4.5% |
| 7D | -8.7% | +1.5% | -10.2% | -8.3% |
| 30D | -1.3% | -2.3% | +1.0% | -1.7% |
| 3M | +11.4% | +5.5% | +5.9% | +12.9% |
| 6M | +22.9% | -1.0% | +23.8% | +22.9% |
| YTD | +15.4% | +14.1% | +1.3% | +20.8% |
| 1Y | +18.8% | +5.6% | +13.2% | +22.2% |
| 3Y | +641.4% | +27.9% | +613.5% | +685.7% |
| All | +2,494.8% | +7.6% | +2,487.2% | +2,952.6% |
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