+5.3%
SYY vs IRE
-84.0%
+89.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -6.8% | +9.0% | +2.2% |
| 7D | -0.2% | +29.0% | -29.3% | -0.4% |
| 30D | -2.7% | +24.2% | -27.0% | -2.9% |
| 3M | +5.9% | -53.2% | +59.0% | +6.8% |
| 6M | -2.3% | -36.0% | +33.7% | -4.0% |
| YTD | +13.1% | -51.0% | +64.1% | +13.3% |
| All | +5.3% | -84.0% | +89.3% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling