+26.3%
SYY vs LEN
-26.2%
+52.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.7% | +2.1% |
| 7D | -0.2% | -3.4% | +3.1% | +0.5% |
| 30D | -2.7% | -5.7% | +2.9% | -1.6% |
| 3M | +5.9% | -12.2% | +18.1% | +8.6% |
| 6M | -2.3% | -18.3% | +16.0% | +1.5% |
| YTD | +13.1% | -20.2% | +33.3% | +17.9% |
| 1Y | +3.8% | -40.1% | +43.8% | +14.4% |
| All | +26.3% | -26.2% | +52.6% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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