+338.3%
SU vs SYY
+23.4%
+314.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.4% |
| 7D | +2.2% | +3.9% | -1.7% | +1.2% |
| 30D | +8.4% | -1.7% | +10.2% | +8.9% |
| 3M | +12.1% | +5.2% | +6.9% | +10.5% |
| 6M | +19.7% | -0.2% | +19.9% | +19.2% |
| YTD | +58.4% | +15.4% | +43.0% | +50.0% |
| 1Y | +67.2% | +5.6% | +61.6% | +62.8% |
| 3Y | +125.0% | +28.9% | +96.2% | +100.8% |
| All | +338.3% | +23.4% | +314.9% | +279.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling