+31.9%
DIS vs SYY
+88.7%
-56.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.1% |
| 7D | +1.9% | +0.3% | +1.6% | +1.8% |
| 30D | +9.2% | -4.8% | +13.9% | +11.0% |
| 3M | +13.5% | -7.1% | +20.6% | +16.6% |
| 6M | +14.3% | +6.8% | +7.5% | +10.3% |
| YTD | +5.4% | +7.7% | -2.3% | -0.3% |
| 1Y | +12.2% | +5.7% | +6.5% | +7.0% |
| 3Y | +37.2% | +24.6% | +12.6% | +19.5% |
| 5Y | -23.1% | +15.6% | -38.8% | -30.9% |
| All | +31.9% | +88.7% | -56.8% | -5.8% |
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