+113.8%
SYY vs DAR
+366.1%
-252.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.6% |
| 7D | +3.9% | -0.1% | +4.1% | +3.9% |
| 30D | -1.7% | +2.6% | -4.4% | -2.8% |
| 3M | +5.2% | +14.2% | -9.1% | +0.4% |
| 6M | -0.2% | +17.2% | -17.4% | -6.2% |
| YTD | +15.4% | +80.9% | -65.5% | -5.3% |
| 1Y | +5.6% | +104.0% | -98.4% | -17.2% |
| 3Y | +28.9% | +3.6% | +25.2% | +21.0% |
| 5Y | +24.1% | -7.8% | +31.9% | +14.2% |
| All | +113.8% | +366.1% | -252.2% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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