+8.3%
SYY vs NVT
+3.0%
+5.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -12.7% | +16.5% | +3.1% |
| 7D | -6.3% | -19.5% | +13.1% | -7.0% |
| 30D | +0.7% | -32.4% | +33.1% | -0.1% |
| 3M | -6.4% | -30.3% | +23.9% | -7.2% |
| 6M | +7.6% | -30.4% | +38.1% | +6.1% |
| YTD | +7.4% | +11.3% | -3.9% | +1.5% |
| 1Y | +8.3% | +3.6% | +4.7% | +2.3% |
| All | +8.3% | +3.0% | +5.3% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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