+19.8%
SYY vs NXT
+173.5%
-153.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | +1.1% |
| 7D | +3.9% | -1.9% | +5.9% | +4.0% |
| 30D | -1.7% | -20.0% | +18.3% | -1.4% |
| 3M | +5.2% | -30.7% | +35.9% | +5.8% |
| 6M | -0.2% | -29.0% | +28.8% | 0.0% |
| YTD | +15.4% | -4.8% | +20.2% | +14.9% |
| 1Y | +5.6% | +22.8% | -17.2% | +4.3% |
| 3Y | +28.9% | +93.9% | -65.1% | +22.5% |
| All | +19.8% | +173.5% | -153.6% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling