+25.7%
EMR vs SYY
+8.7%
+16.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.8% | -1.4% | +1.9% |
| 7D | +1.6% | -6.3% | +8.0% | +2.4% |
| 30D | +5.0% | +0.7% | +4.3% | +4.4% |
| 3M | +7.7% | -6.4% | +14.1% | +8.5% |
| 6M | +26.8% | +7.6% | +19.2% | +23.7% |
| YTD | +29.9% | +7.4% | +22.4% | +27.5% |
| 1Y | +25.7% | +8.3% | +17.4% | +23.1% |
| All | +25.7% | +8.7% | +16.9% | +23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling