+47.1%
EQT vs SYY
+116.5%
-69.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -1.9% |
| 7D | -2.0% | +3.9% | -5.9% | -2.8% |
| 30D | 0.0% | -1.7% | +1.8% | +0.4% |
| 3M | +5.9% | +5.2% | +0.8% | +4.7% |
| 6M | -14.8% | -0.2% | -14.6% | -15.1% |
| YTD | +1.8% | +15.4% | -13.6% | -2.1% |
| 1Y | +7.4% | +5.6% | +1.8% | +5.3% |
| 3Y | +33.6% | +28.9% | +4.8% | +23.7% |
| 5Y | +199.3% | +24.1% | +175.3% | +179.6% |
| All | +47.1% | +116.5% | -69.4% | +13.7% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling