+4,782.6%
DELL vs SYY
+103.1%
+4,679.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.9% | -0.6% |
| 7D | +8.7% | -0.2% | +9.0% | +8.8% |
| 30D | +16.9% | -2.7% | +19.6% | +18.0% |
| 3M | +40.4% | +5.9% | +34.5% | +36.6% |
| 6M | +267.1% | -2.3% | +269.4% | +265.7% |
| YTD | +329.1% | +13.1% | +316.0% | +302.5% |
| 1Y | +346.9% | +3.8% | +343.2% | +332.1% |
| 3Y | +696.6% | +26.7% | +669.9% | +590.7% |
| 5Y | +1,106.2% | +19.4% | +1,086.8% | +973.0% |
| 10Y | +4,177.7% | +112.0% | +4,065.8% | +2,920.2% |
| All | +4,782.6% | +103.1% | +4,679.5% | +3,391.4% |
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