+86.7%
SYY vs A
+302.9%
-216.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.0% |
| 7D | +0.3% | -0.5% | +0.8% | +0.5% |
| 30D | -4.8% | 0.0% | -4.8% | -4.9% |
| 3M | -7.1% | +16.7% | -23.8% | -11.9% |
| 6M | +6.8% | +54.8% | -48.0% | -8.5% |
| YTD | +7.7% | +28.8% | -21.1% | -2.4% |
| 1Y | +5.7% | +19.3% | -13.6% | -1.7% |
| 3Y | +24.6% | +65.5% | -41.0% | -1.3% |
| 5Y | +15.6% | +12.1% | +3.6% | +4.6% |
| All | +86.7% | +302.9% | -216.2% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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