+19.4%
SYY vs DAR
-8.0%
+27.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +2.1% |
| 7D | -0.2% | -0.2% | -0.1% | -0.2% |
| 30D | -2.7% | +7.4% | -10.2% | -3.8% |
| 3M | +5.9% | +15.7% | -9.8% | +3.3% |
| 6M | -2.3% | +30.0% | -32.4% | -6.9% |
| YTD | +13.1% | +87.5% | -74.4% | +1.5% |
| 1Y | +3.8% | +113.4% | -109.6% | -9.2% |
| 3Y | +26.7% | +15.3% | +11.4% | +22.2% |
| 5Y | +19.4% | -4.3% | +23.7% | +17.7% |
| All | +19.4% | -8.0% | +27.4% | +17.7% |
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