+23.7%
SYY vs DRI
+56.7%
-33.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | +0.1% |
| 7D | -2.8% | -1.2% | -1.5% | -2.5% |
| 30D | -5.3% | -0.4% | -4.9% | -5.3% |
| 3M | +5.1% | +9.5% | -4.4% | +2.8% |
| 6M | -5.0% | +6.5% | -11.4% | -6.6% |
| YTD | +10.7% | +18.4% | -7.7% | +6.0% |
| 1Y | +0.7% | +4.2% | -3.5% | -0.9% |
| All | +23.7% | +56.7% | -33.1% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 3y: compounded portfolio wealth divided by compounded DRI 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…
3y analysis · Full analysis span regression · 6 months rolling