+23.4%
DIS vs SYY
+98.2%
-74.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | 0.0% | -0.1% |
| 7D | -1.1% | -2.8% | +1.7% | +0.1% |
| 30D | +0.1% | -5.3% | +5.4% | +2.5% |
| 3M | +7.1% | +5.1% | +2.0% | +4.8% |
| 6M | +4.3% | -5.0% | +9.3% | +5.4% |
| YTD | -6.9% | +10.7% | -17.6% | -12.5% |
| 1Y | -10.3% | +0.7% | -11.0% | -12.1% |
| 3Y | +32.8% | +24.0% | +8.8% | +16.6% |
| 5Y | -41.5% | +19.3% | -60.8% | -47.8% |
| All | +23.4% | +98.2% | -74.8% | -14.1% |
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