+3,033.3%
EQT vs SYY
+4,587.2%
-1,553.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.4% |
| 7D | -1.2% | +1.5% | -2.7% | -1.5% |
| 30D | +1.1% | -2.3% | +3.4% | +1.6% |
| 3M | +4.8% | +5.5% | -0.7% | +3.4% |
| 6M | -10.6% | -1.0% | -9.6% | -10.8% |
| YTD | +3.4% | +14.1% | -10.7% | -0.6% |
| 1Y | +8.7% | +5.6% | +3.1% | +6.3% |
| 3Y | +35.0% | +27.9% | +7.1% | +24.6% |
| 5Y | +204.2% | +22.7% | +181.5% | +183.1% |
| 10Y | +52.5% | +113.9% | -61.4% | +15.8% |
| All | +3,033.3% | +4,587.2% | -1,553.9% | +1,543.1% |
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 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