+9.3%
IEFA vs SYY
-2.2%
+11.5%
-5.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.2% | -1.2% |
| 7D | -0.5% | -0.2% | -0.2% | -0.4% |
| 30D | -1.1% | -2.7% | +1.6% | -0.9% |
| 3M | +5.1% | +5.9% | -0.8% | +4.4% |
| 6M | +9.3% | -2.3% | +11.6% | +8.6% |
| All | +9.3% | -2.2% | +11.5% | +8.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling