+5.6%
SYY vs A
+14.6%
-9.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.0% |
| 7D | +1.5% | -4.6% | +6.1% | +1.8% |
| 30D | -2.3% | -4.3% | +1.9% | -2.1% |
| 3M | +5.5% | +8.9% | -3.5% | +4.9% |
| 6M | -1.0% | +24.5% | -25.5% | -2.3% |
| YTD | +14.1% | +5.8% | +8.3% | +13.4% |
| 1Y | +5.6% | +16.2% | -10.7% | +4.4% |
| All | +5.6% | +14.6% | -9.0% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling