+87.5%
SYY vs ARWR
+1,021.8%
-934.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | 0.0% | -19.9% | +19.9% | +1.9% |
| 30D | -2.2% | -18.7% | +16.5% | -0.6% |
| 3M | -8.0% | -44.7% | +36.7% | -3.3% |
| 6M | +7.5% | -36.5% | +44.0% | +11.2% |
| YTD | +7.4% | -25.7% | +33.1% | +9.0% |
| 1Y | +4.9% | +18.9% | -14.1% | +1.2% |
| 3Y | +24.1% | +83.1% | -59.0% | +9.3% |
| 5Y | +13.4% | -34.9% | +48.2% | +7.6% |
| 10Y | +87.5% | +1,080.9% | -993.3% | +35.8% |
| All | +87.5% | +1,021.8% | -934.3% | +35.8% |
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