+57.4%
INTC vs SYY
+8.7%
+48.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.8% | -7.6% | -3.7% |
| 7D | -39.0% | -6.3% | -32.7% | -39.0% |
| 30D | -49.8% | +0.7% | -50.6% | -50.0% |
| 3M | -42.2% | -6.4% | -35.8% | -42.1% |
| 6M | -39.2% | +7.6% | -46.8% | -41.7% |
| YTD | +57.9% | +7.4% | +50.5% | +58.1% |
| 1Y | +57.4% | +8.3% | +49.1% | +57.8% |
| All | +57.4% | +8.7% | +48.6% | +57.8% |
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