+23.6%
SYY vs IBN
+58.3%
-34.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | +0.5% |
| 7D | +3.9% | -3.0% | +7.0% | +4.9% |
| 30D | -1.7% | -1.5% | -0.2% | -1.4% |
| 3M | +5.2% | +7.9% | -2.7% | +2.6% |
| 6M | -0.2% | +8.6% | -8.8% | -3.1% |
| YTD | +15.4% | -0.6% | +15.9% | +15.0% |
| 1Y | +5.6% | -7.3% | +12.9% | +7.4% |
| 3Y | +28.9% | +26.2% | +2.7% | +15.9% |
| All | +23.6% | +58.3% | -34.8% | -2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling