+31,886.7%
NVO vs SYY
+4,587.2%
+27,299.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.4% |
| 7D | -7.4% | +1.5% | -8.9% | -7.6% |
| 30D | -5.5% | -2.3% | -3.2% | -5.1% |
| 3M | +4.1% | +5.5% | -1.4% | +3.1% |
| 6M | +19.3% | -1.0% | +20.3% | +19.1% |
| YTD | -9.2% | +14.1% | -23.3% | -12.0% |
| 1Y | -15.0% | +5.6% | -20.6% | -16.4% |
| 3Y | -50.9% | +27.9% | -78.7% | -53.6% |
| 5Y | -0.9% | +22.7% | -23.6% | -6.4% |
| 10Y | +152.4% | +113.9% | +38.5% | +102.9% |
| All | +31,886.7% | +4,587.2% | +27,299.5% | +14,937.0% |
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