+593.1%
MA vs SYY
+88.7%
+504.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.8% |
| 7D | +1.3% | +0.3% | +1.0% | +1.2% |
| 30D | +9.6% | -4.8% | +14.4% | +11.6% |
| 3M | +16.8% | -7.1% | +23.8% | +19.9% |
| 6M | +35.2% | +6.8% | +28.4% | +30.6% |
| YTD | +16.6% | +7.7% | +8.9% | +10.0% |
| 1Y | +19.8% | +5.7% | +14.1% | +13.9% |
| 3Y | +70.7% | +24.6% | +46.1% | +48.7% |
| 5Y | +87.4% | +15.6% | +71.8% | +68.2% |
| All | +593.1% | +88.7% | +504.4% | +395.5% |
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