+164.3%
INTC vs SYY
+27.8%
+136.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.9% | -6.5% | -5.7% |
| 7D | +9.4% | +1.5% | +7.9% | +9.1% |
| 30D | +2.7% | -2.3% | +5.0% | +3.1% |
| 3M | -6.3% | +5.5% | -11.8% | -8.1% |
| 6M | +114.5% | -1.0% | +115.4% | +112.3% |
| YTD | +171.9% | +14.1% | +157.7% | +159.7% |
| 1Y | +305.0% | +5.6% | +299.5% | +293.6% |
| All | +164.3% | +27.8% | +136.6% | +143.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling