+111.5%
SYY vs IBN
+316.4%
-204.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | +1.5% | -5.5% | +7.0% | +3.5% |
| 30D | -2.3% | -3.4% | +1.1% | -1.2% |
| 3M | +5.5% | +8.7% | -3.2% | +2.2% |
| 6M | -1.0% | +3.7% | -4.7% | -2.6% |
| YTD | +14.1% | -2.4% | +16.5% | +14.4% |
| 1Y | +5.6% | -8.1% | +13.6% | +7.9% |
| 3Y | +27.9% | +26.3% | +1.6% | +14.5% |
| 5Y | +22.7% | +54.9% | -32.2% | +0.2% |
| All | +111.5% | +316.4% | -204.9% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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