+252.1%
INTC vs SYY
+116.5%
+135.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.2% |
| 7D | +7.5% | +3.9% | +3.5% | +6.0% |
| 30D | +2.0% | -1.7% | +3.7% | +2.5% |
| 3M | -12.0% | +5.2% | -17.2% | -14.1% |
| 6M | +114.5% | -0.2% | +114.7% | +112.5% |
| YTD | +179.0% | +15.4% | +163.6% | +161.8% |
| 1Y | +318.3% | +5.6% | +312.7% | +303.5% |
| 3Y | +171.2% | +28.9% | +142.3% | +140.6% |
| 5Y | +107.6% | +24.1% | +83.5% | +87.2% |
| All | +252.1% | +116.5% | +135.6% | +161.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling