+82.6%
SMR vs SYY
+26.6%
+56.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.2% | -5.5% | -3.5% |
| 7D | +13.1% | -0.2% | +13.3% | +13.1% |
| 30D | +17.8% | -2.7% | +20.5% | +18.1% |
| 3M | +8.1% | +5.9% | +2.2% | +7.0% |
| 6M | -11.1% | -2.3% | -8.8% | -11.5% |
| YTD | -23.7% | +13.1% | -36.8% | -24.7% |
| 1Y | -69.4% | +3.8% | -73.2% | -69.6% |
| All | +82.6% | +26.6% | +56.0% | +43.4% |
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 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