+1,163.5%
C vs SYY
+4,458.5%
-3,295.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.4% |
| 7D | +3.6% | -2.3% | +5.9% | +4.9% |
| 30D | +0.1% | -4.9% | +5.0% | +2.8% |
| 3M | +2.4% | +8.4% | -6.0% | -2.5% |
| 6M | +24.9% | -7.4% | +32.3% | +28.0% |
| YTD | +19.8% | +11.0% | +8.8% | +10.2% |
| 1Y | +44.9% | -0.2% | +45.1% | +40.9% |
| 3Y | +263.0% | +23.8% | +239.2% | +208.6% |
| 5Y | +129.5% | +18.1% | +111.4% | +96.2% |
| 10Y | +291.6% | +94.6% | +197.0% | +140.6% |
| All | +1,163.5% | +4,458.5% | -3,295.0% | +113.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling