+63.2%
SYY vs NVT
+712.1%
-648.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.5% | +4.6% | +3.1% |
| 7D | -0.2% | +7.0% | -7.2% | -2.8% |
| 30D | -2.7% | -2.3% | -0.4% | -2.4% |
| 3M | +5.9% | -3.1% | +9.0% | +4.8% |
| 6M | -2.3% | +47.0% | -49.4% | -19.4% |
| YTD | +13.1% | +56.2% | -43.1% | -9.6% |
| 1Y | +3.8% | +74.5% | -70.8% | -22.1% |
| 3Y | +26.7% | +184.0% | -157.3% | -32.3% |
| 5Y | +19.4% | +410.8% | -391.3% | -57.6% |
| All | +63.2% | +712.1% | -648.9% | -61.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling