+24.0%
SYY vs ARWR
+181.4%
-157.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.2% | -0.2% |
| 7D | -2.8% | +2.9% | -5.6% | -2.9% |
| 30D | -5.3% | -2.9% | -2.4% | -5.2% |
| 3M | +5.1% | +15.2% | -10.1% | +4.5% |
| 6M | -5.0% | +42.3% | -47.3% | -6.3% |
| YTD | +10.7% | +28.2% | -17.5% | +9.4% |
| 1Y | +0.7% | +213.2% | -212.6% | -3.8% |
| 3Y | +24.0% | +184.6% | -160.6% | +13.0% |
| All | +24.0% | +181.4% | -157.3% | +13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling