-23.8%
SPOT vs SYY
+6.6%
-30.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.7% |
| 7D | -3.1% | +3.9% | -7.0% | -3.4% |
| 30D | +7.4% | -1.7% | +9.1% | +7.5% |
| 3M | +8.2% | +5.2% | +3.0% | +7.8% |
| 6M | +2.2% | -0.2% | +2.4% | +0.7% |
| YTD | -9.5% | +15.4% | -24.8% | -10.0% |
| 1Y | -23.8% | +5.6% | -29.4% | -24.4% |
| All | -23.8% | +6.6% | -30.4% | -24.4% |
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