+14.3%
SYY vs DAR
-29.6%
+44.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -1.2% |
| 7D | +1.3% | +9.2% | -7.9% | +0.1% |
| 30D | -3.5% | -12.3% | +8.7% | -1.9% |
| 3M | -9.3% | -12.7% | +3.4% | -7.9% |
| 6M | +5.9% | -12.8% | +18.7% | +7.3% |
| YTD | +6.5% | +53.8% | -47.3% | -1.9% |
| 1Y | +4.0% | +60.3% | -56.3% | -4.9% |
| 3Y | +23.0% | +31.7% | -8.8% | +12.7% |
| 5Y | +14.3% | -27.7% | +42.1% | +24.1% |
| All | +14.3% | -29.6% | +44.0% | +24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling