+4.9%
SYY vs MSI
+37.5%
-32.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -1.3% |
| 7D | 0.0% | +7.7% | -7.7% | -2.2% |
| 30D | -2.2% | +19.9% | -22.2% | -7.6% |
| 3M | -8.0% | +14.9% | -23.0% | -11.9% |
| 6M | +7.5% | +37.2% | -29.8% | -3.8% |
| YTD | +7.4% | +40.8% | -33.3% | -4.7% |
| 1Y | +4.9% | +38.1% | -33.3% | -7.8% |
| All | +4.9% | +37.5% | -32.6% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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