+13.4%
SYY vs ED
+82.4%
-69.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | 0.0% | -0.9% | +0.9% | +0.3% |
| 30D | -2.2% | +11.2% | -13.4% | -6.2% |
| 3M | -8.0% | +11.8% | -19.8% | -12.0% |
| 6M | +7.5% | +14.1% | -6.6% | +2.0% |
| YTD | +7.4% | +23.0% | -15.5% | -1.5% |
| 1Y | +4.9% | +23.7% | -18.8% | -4.1% |
| 3Y | +24.1% | +47.7% | -23.6% | +4.8% |
| 5Y | +13.4% | +82.6% | -69.3% | -16.4% |
| All | +13.4% | +82.4% | -69.0% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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