+1,458.7%
DIS vs SYY
+4,458.5%
-2,999.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.5% | -1.2% |
| 7D | -2.6% | -2.3% | -0.3% | -1.7% |
| 30D | +3.5% | -4.9% | +8.4% | +5.5% |
| 3M | +6.8% | +8.4% | -1.6% | +3.5% |
| 6M | +3.0% | -7.4% | +10.3% | +5.1% |
| YTD | -6.7% | +11.0% | -17.7% | -11.8% |
| 1Y | -10.1% | -0.2% | -9.9% | -11.4% |
| 3Y | +33.0% | +23.8% | +9.3% | +18.9% |
| 5Y | -40.0% | +18.1% | -58.1% | -45.4% |
| 10Y | +21.1% | +94.6% | -73.5% | -14.8% |
| All | +1,458.7% | +4,458.5% | -2,999.8% | +269.3% |
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