+1,055.3%
DELL vs SYY
+20.0%
+1,035.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.9% | -6.3% | -5.6% |
| 7D | -1.9% | +1.5% | -3.4% | -2.4% |
| 30D | +14.9% | -2.3% | +17.2% | +15.6% |
| 3M | +37.2% | +5.5% | +31.7% | +34.1% |
| 6M | +254.0% | -1.0% | +254.9% | +252.0% |
| YTD | +306.1% | +14.1% | +292.0% | +283.4% |
| 1Y | +312.3% | +5.6% | +306.7% | +299.6% |
| 3Y | +654.0% | +27.9% | +626.1% | +540.7% |
| 5Y | +1,055.3% | +22.7% | +1,032.6% | +905.7% |
| All | +1,055.3% | +20.0% | +1,035.4% | +905.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling