+62,704.0%
SU vs SYY
+4,587.2%
+58,116.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.3% |
| 7D | +1.7% | +1.5% | +0.1% | +1.3% |
| 30D | +9.6% | -2.3% | +11.9% | +10.2% |
| 3M | +11.7% | +5.5% | +6.2% | +10.3% |
| 6M | +21.9% | -1.0% | +22.9% | +21.4% |
| YTD | +58.6% | +14.1% | +44.5% | +52.8% |
| 1Y | +66.5% | +5.6% | +61.0% | +63.0% |
| 3Y | +121.4% | +27.9% | +93.5% | +106.4% |
| 5Y | +355.7% | +22.7% | +333.0% | +326.5% |
| 10Y | +264.2% | +113.9% | +150.3% | +212.6% |
| All | +62,704.0% | +4,587.2% | +58,116.8% | +61,045.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling