+28.9%
SYY vs ET
+96.2%
-67.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.2% |
| 7D | +3.9% | +0.2% | +3.7% | +3.9% |
| 30D | -1.7% | +2.9% | -4.6% | -2.1% |
| 3M | +5.2% | +16.8% | -11.6% | +3.1% |
| 6M | -0.2% | +18.9% | -19.1% | -2.5% |
| YTD | +15.4% | +37.7% | -22.3% | +10.5% |
| 1Y | +5.6% | +32.4% | -26.9% | +1.6% |
| 3Y | +28.9% | +99.5% | -70.6% | +8.0% |
| All | +28.9% | +96.2% | -67.3% | +8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling