+50.0%
EXPE vs SYY
+8.7%
+41.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +3.8% | +6.7% | +9.3% |
| 7D | +14.6% | -6.3% | +21.0% | +16.6% |
| 30D | +21.4% | +0.7% | +20.7% | +21.6% |
| 3M | +1.4% | -6.4% | +7.8% | +3.0% |
| 6M | +28.6% | +7.6% | +21.0% | +28.0% |
| YTD | +12.1% | +7.4% | +4.7% | +2.7% |
| 1Y | +50.0% | +8.3% | +41.7% | +35.1% |
| All | +50.0% | +8.7% | +41.3% | +35.1% |
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