+43.3%
DIS vs SYY
+24.3%
+19.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -0.9% |
| 7D | +5.2% | -7.3% | +12.5% | +6.9% |
| 30D | +11.5% | +0.1% | +11.4% | +11.1% |
| 3M | +11.5% | -8.2% | +19.8% | +13.5% |
| 6M | +8.9% | +6.3% | +2.6% | +7.0% |
| YTD | +3.4% | +7.3% | -3.9% | -0.3% |
| 1Y | +7.2% | +8.5% | -1.3% | +3.0% |
| 3Y | +43.3% | +24.9% | +18.4% | +29.0% |
| All | +43.3% | +24.3% | +19.0% | +29.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling