+724.9%
DELL vs SYY
+29.1%
+695.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.1% | +10.9% | +12.0% |
| 7D | +8.2% | +3.9% | +4.3% | +8.2% |
| 30D | +17.1% | -1.7% | +18.8% | +17.1% |
| 3M | +45.2% | +5.2% | +40.0% | +44.7% |
| 6M | +286.8% | -0.2% | +287.0% | +287.1% |
| YTD | +354.8% | +15.4% | +339.4% | +358.0% |
| 1Y | +358.3% | +5.6% | +352.7% | +361.5% |
| 3Y | +724.9% | +28.9% | +696.0% | +719.6% |
| All | +724.9% | +29.1% | +695.8% | +719.6% |
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