+8.3%
SYY vs DG
+45.3%
-37.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.5% | -4.7% | +2.2% |
| 7D | -6.3% | +12.3% | -18.6% | -8.2% |
| 30D | +0.7% | +19.3% | -18.6% | -2.0% |
| 3M | -6.4% | +11.9% | -18.3% | -8.2% |
| 6M | +7.6% | +25.0% | -17.4% | +4.0% |
| YTD | +7.4% | +8.7% | -1.3% | +4.8% |
| 1Y | +8.3% | +44.7% | -36.4% | +1.3% |
| All | +8.3% | +45.3% | -37.0% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 1y: compounded portfolio wealth divided by compounded DG 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…
1y analysis · Full analysis span regression · 6 months rolling