+111.5%
SYY vs A
+247.2%
-135.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.3% |
| 7D | +1.5% | -4.6% | +6.1% | +3.0% |
| 30D | -2.3% | -4.3% | +1.9% | -1.1% |
| 3M | +5.5% | +8.9% | -3.5% | +2.2% |
| 6M | -1.0% | +24.5% | -25.5% | -9.1% |
| YTD | +14.1% | +5.8% | +8.3% | +10.4% |
| 1Y | +5.6% | +16.2% | -10.7% | -1.7% |
| 3Y | +27.9% | +28.5% | -0.6% | +10.5% |
| 5Y | +22.7% | -16.3% | +39.1% | +23.4% |
| All | +111.5% | +247.2% | -135.6% | +20.5% |
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