+1,107.0%
DIA vs SYY
+1,290.2%
-183.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.3% |
| 7D | +2.1% | +0.3% | +1.8% | +2.0% |
| 30D | +1.5% | -4.8% | +6.3% | +3.1% |
| 3M | -2.4% | -7.1% | +4.6% | -0.1% |
| 6M | +6.0% | +6.8% | -0.8% | +2.6% |
| YTD | +10.1% | +7.7% | +2.4% | +4.9% |
| 1Y | +11.8% | +5.7% | +6.1% | +7.3% |
| 3Y | +59.7% | +24.6% | +35.2% | +41.9% |
| 5Y | +57.9% | +15.6% | +42.3% | +42.7% |
| 10Y | +236.2% | +87.9% | +148.3% | +130.1% |
| All | +1,107.0% | +1,290.2% | -183.3% | +263.0% |
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