+27.5%
SYY vs INDA
+6.8%
+20.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.2% |
| 7D | +1.5% | -3.6% | +5.1% | +2.5% |
| 30D | -2.3% | -4.0% | +1.6% | -1.3% |
| 3M | +5.5% | +1.7% | +3.8% | +4.9% |
| 6M | -1.0% | -3.6% | +2.7% | -0.5% |
| YTD | +14.1% | -11.0% | +25.1% | +16.6% |
| 1Y | +5.6% | -9.5% | +15.1% | +7.4% |
| All | +27.5% | +6.8% | +20.6% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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