+11.1%
RDW vs SYY
+8.0%
+3.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +3.8% | -8.7% | -6.2% |
| 7D | -14.3% | -6.3% | -8.0% | -12.5% |
| 30D | -26.0% | +0.7% | -26.7% | -27.4% |
| 3M | -27.4% | -7.1% | -20.3% | -25.9% |
| 6M | -10.6% | +6.8% | -17.5% | -20.1% |
| YTD | +1.6% | +6.7% | -5.1% | -14.8% |
| 1Y | +11.1% | +7.5% | +3.5% | -9.1% |
| All | +11.1% | +8.0% | +3.1% | -9.1% |
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 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