+825.4%
SYY vs IBN
+1,532.9%
-707.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.5% | -1.2% |
| 7D | -2.3% | +1.4% | -3.7% | -2.5% |
| 30D | -4.9% | -0.3% | -4.6% | -4.9% |
| 3M | +8.4% | +17.1% | -8.7% | +5.6% |
| 6M | -7.4% | +3.4% | -10.7% | -8.0% |
| YTD | +11.0% | +2.5% | +8.5% | +10.3% |
| 1Y | -0.2% | -4.2% | +3.9% | +0.2% |
| 3Y | +23.8% | +32.4% | -8.6% | +17.3% |
| 5Y | +18.1% | +59.2% | -41.1% | +8.3% |
| 10Y | +94.6% | +345.7% | -251.1% | +51.2% |
| All | +825.4% | +1,532.9% | -707.5% | +466.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling