+3,595.6%
DLR vs SYY
+358.7%
+3,237.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.7% |
| 7D | +1.6% | -2.3% | +3.9% | +2.3% |
| 30D | -3.4% | -4.9% | +1.6% | -1.8% |
| 3M | +0.5% | +8.4% | -7.9% | -2.3% |
| 6M | +4.6% | -7.4% | +11.9% | +6.3% |
| YTD | +23.4% | +11.0% | +12.4% | +17.9% |
| 1Y | +19.0% | -0.2% | +19.3% | +17.5% |
| 3Y | +56.5% | +23.8% | +32.8% | +41.6% |
| 5Y | +33.3% | +18.1% | +15.2% | +20.9% |
| 10Y | +165.1% | +94.6% | +70.6% | +71.5% |
| All | +3,595.6% | +358.7% | +3,237.0% | +1,257.8% |
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 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