+2,205.2%
SYY vs ARWR
-97.0%
+2,302.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -2.3% | +1.7% | -4.0% | -2.3% |
| 30D | -4.9% | -0.7% | -4.3% | -4.9% |
| 3M | +8.4% | +14.9% | -6.5% | +8.3% |
| 6M | -7.4% | +32.6% | -40.0% | -7.5% |
| YTD | +11.0% | +30.0% | -19.1% | +10.9% |
| 1Y | -0.2% | +208.4% | -208.6% | -0.6% |
| 3Y | +23.8% | +208.8% | -185.0% | +23.1% |
| 5Y | +18.1% | +27.8% | -9.7% | +17.7% |
| 10Y | +94.6% | +1,107.6% | -1,013.0% | +93.0% |
| All | +2,205.2% | -97.0% | +2,302.3% | +2,418.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling