+111.5%
SYY vs ARWR
+1,080.6%
-969.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | +1.5% | -4.3% | +5.8% | +1.9% |
| 30D | -2.3% | -7.3% | +4.9% | -1.7% |
| 3M | +5.5% | +17.0% | -11.5% | +3.6% |
| 6M | -1.0% | +39.8% | -40.8% | -4.6% |
| YTD | +14.1% | +24.7% | -10.5% | +10.9% |
| 1Y | +5.6% | +186.5% | -180.9% | -6.0% |
| 3Y | +27.9% | +176.8% | -148.9% | +9.1% |
| 5Y | +22.7% | +29.3% | -6.6% | +9.3% |
| All | +111.5% | +1,080.6% | -969.1% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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