+113.8%
SYY vs ET
+177.0%
-63.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.4% |
| 7D | +3.9% | +0.2% | +3.7% | +3.9% |
| 30D | -1.7% | +2.9% | -4.6% | -2.7% |
| 3M | +5.2% | +16.8% | -11.6% | -0.4% |
| 6M | -0.2% | +18.9% | -19.1% | -6.3% |
| YTD | +15.4% | +37.7% | -22.3% | +2.9% |
| 1Y | +5.6% | +32.4% | -26.9% | -4.7% |
| 3Y | +28.9% | +99.5% | -70.6% | -1.8% |
| 5Y | +24.1% | +244.0% | -219.9% | -24.3% |
| All | +113.8% | +177.0% | -63.2% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 10y: compounded portfolio wealth divided by compounded ET 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…
10y analysis · Full analysis span regression · 6 months rolling