+8.3%
SYY vs NTR
+36.7%
-28.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.0% | -0.1% | +3.7% |
| 7D | -6.3% | +4.3% | -10.7% | -6.5% |
| 30D | +0.7% | +2.6% | -1.8% | +0.6% |
| 3M | -6.4% | +8.5% | -14.9% | -6.6% |
| 6M | +7.6% | -3.3% | +10.9% | +7.7% |
| YTD | +7.4% | +19.6% | -12.2% | +3.7% |
| 1Y | +8.3% | +37.6% | -29.3% | +2.8% |
| All | +8.3% | +36.7% | -28.4% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 1y: compounded portfolio wealth divided by compounded NTR 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…
1y analysis · Full analysis span regression · 6 months rolling