+8,589.7%
PWR vs SYY
+1,240.4%
+7,349.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.5% |
| 7D | +4.5% | -2.8% | +7.3% | +5.8% |
| 30D | -4.9% | -5.3% | +0.4% | -2.7% |
| 3M | -7.9% | +5.1% | -13.0% | -10.4% |
| 6M | +18.3% | -5.0% | +23.3% | +19.3% |
| YTD | +51.5% | +10.7% | +40.8% | +42.1% |
| 1Y | +70.3% | +0.7% | +69.6% | +65.9% |
| 3Y | +210.6% | +24.0% | +186.6% | +168.2% |
| 5Y | +456.7% | +19.3% | +437.4% | +383.6% |
| 10Y | +2,396.1% | +96.4% | +2,299.7% | +1,464.8% |
| All | +8,589.7% | +1,240.4% | +7,349.3% | +2,867.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling