0.0%
PPL vs SYY
+7.3%
-7.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.5% |
| 7D | -1.2% | -4.1% | +2.9% | -0.7% |
| 30D | +4.2% | +0.3% | +3.9% | +4.2% |
| 3M | +1.5% | -6.3% | +7.9% | +2.3% |
| 6M | +1.0% | +9.7% | -8.6% | +0.4% |
| YTD | +4.4% | +9.4% | -5.1% | +2.5% |
| All | 0.0% | +7.3% | -7.2% | -1.4% |
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