+23.6%
SYY vs NUE
+146.6%
-123.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.8% |
| 7D | +3.9% | -0.6% | +4.6% | +4.0% |
| 30D | -1.7% | -4.6% | +2.8% | -1.1% |
| 3M | +5.2% | -0.3% | +5.5% | +4.9% |
| 6M | -0.2% | +51.9% | -52.1% | -7.7% |
| YTD | +15.4% | +60.0% | -44.6% | +5.5% |
| 1Y | +5.6% | +82.9% | -77.3% | -6.0% |
| 3Y | +28.9% | +66.0% | -37.1% | +14.8% |
| All | +23.6% | +146.6% | -123.0% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 5y: compounded portfolio wealth divided by compounded NUE 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…
5y analysis · Full analysis span regression · 6 months rolling