+244.3%
DIA vs SYY
+114.2%
+130.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.9% |
| 7D | -3.0% | +1.5% | -4.5% | -3.5% |
| 30D | -3.0% | -2.3% | -0.7% | -2.3% |
| 3M | +4.5% | +5.5% | -1.0% | +2.4% |
| 6M | +9.8% | -1.0% | +10.7% | +9.2% |
| YTD | +9.3% | +14.1% | -4.8% | +2.9% |
| 1Y | +16.0% | +5.6% | +10.4% | +12.1% |
| 3Y | +57.7% | +27.9% | +29.9% | +40.6% |
| 5Y | +63.8% | +22.7% | +41.0% | +46.7% |
| All | +244.3% | +114.2% | +130.1% | +152.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling