+22.7%
SYY vs EAT
+308.2%
-285.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +1.5% | -6.2% | +7.7% | +2.5% |
| 30D | -2.3% | -3.0% | +0.7% | -2.0% |
| 3M | +5.5% | +45.6% | -40.1% | -0.9% |
| 6M | -1.0% | +53.5% | -54.5% | -8.3% |
| YTD | +14.1% | +49.6% | -35.5% | +5.7% |
| 1Y | +5.6% | +38.9% | -33.4% | -1.5% |
| 3Y | +27.9% | +589.7% | -561.8% | -21.3% |
| 5Y | +22.7% | +318.7% | -295.9% | -17.3% |
| All | +22.7% | +308.2% | -285.4% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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