+23.6%
SYY vs NVD
-99.2%
+122.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.2% | -0.3% |
| 7D | -2.8% | -7.7% | +4.9% | -2.6% |
| 30D | -5.3% | -5.8% | +0.5% | -5.2% |
| 3M | +5.1% | -23.2% | +28.3% | +5.4% |
| 6M | -5.0% | -49.7% | +44.7% | -4.3% |
| YTD | +10.7% | -47.7% | +58.4% | +11.3% |
| 1Y | +0.7% | -61.3% | +62.0% | +1.6% |
| 3Y | +24.0% | -99.2% | +123.2% | +25.9% |
| All | +23.6% | -99.2% | +122.8% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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