+252.8%
SPOT vs SYY
+77.1%
+175.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.5% |
| 7D | -3.1% | +3.9% | -7.0% | -3.9% |
| 30D | +7.4% | -1.7% | +9.1% | +7.8% |
| 3M | +8.2% | +5.2% | +3.0% | +7.0% |
| 6M | +2.2% | -0.2% | +2.4% | +1.9% |
| YTD | -9.5% | +15.4% | -24.8% | -12.8% |
| 1Y | -23.8% | +5.6% | -29.4% | -25.3% |
| 3Y | +233.5% | +28.9% | +204.6% | +209.4% |
| 5Y | +112.2% | +24.1% | +88.1% | +100.5% |
| All | +252.8% | +77.1% | +175.7% | +236.0% |
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