+27.5%
SYY vs FND
-50.8%
+78.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.1% |
| 7D | +1.5% | -5.1% | +6.6% | +2.3% |
| 30D | -2.3% | -22.5% | +20.2% | +1.3% |
| 3M | +5.5% | -5.0% | +10.5% | +5.7% |
| 6M | -1.0% | -21.5% | +20.6% | +1.6% |
| YTD | +14.1% | -23.0% | +37.1% | +17.3% |
| 1Y | +5.6% | -44.9% | +50.4% | +13.3% |
| All | +27.5% | -50.8% | +78.3% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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