+84.5%
AAPL vs SYY
+27.8%
+56.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.7% | +3.4% |
| 7D | -0.5% | +1.5% | -2.0% | -0.8% |
| 30D | +7.1% | -2.3% | +9.4% | +7.6% |
| 3M | +12.1% | +5.5% | +6.6% | +10.8% |
| 6M | +25.4% | -1.0% | +26.4% | +25.0% |
| YTD | +20.5% | +14.1% | +6.3% | +15.3% |
| 1Y | +44.5% | +5.6% | +39.0% | +41.3% |
| All | +84.5% | +27.8% | +56.8% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 3y: compounded portfolio wealth divided by compounded SYY 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…
3y analysis · Full analysis span regression · 6 months rolling