+23.6%
SYY vs NVT
+419.5%
-396.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.6% | +0.5% |
| 7D | +3.9% | +4.1% | -0.1% | +3.4% |
| 30D | -1.7% | -5.1% | +3.4% | -1.2% |
| 3M | +5.2% | -1.2% | +6.3% | +4.7% |
| 6M | -0.2% | +46.6% | -46.8% | -7.3% |
| YTD | +15.4% | +60.0% | -44.6% | +5.5% |
| 1Y | +5.6% | +70.8% | -65.2% | -5.0% |
| 3Y | +28.9% | +187.5% | -158.7% | -2.2% |
| All | +23.6% | +419.5% | -396.0% | -28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling