-2.8%
EXPE vs SYY
+5.3%
-8.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.5% |
| 7D | -0.5% | +0.3% | -0.8% | -0.6% |
| 30D | -6.1% | -4.8% | -1.3% | -5.0% |
| 3M | -21.3% | -7.1% | -14.2% | -20.3% |
| 6M | +19.0% | +6.8% | +12.2% | +19.4% |
| YTD | -8.4% | +7.7% | -16.1% | -12.0% |
| 1Y | -2.8% | +5.7% | -8.5% | -5.9% |
| All | -2.8% | +5.3% | -8.1% | -5.9% |
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