+4.6%
SYY vs MSI
-2.6%
+7.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +2.8% | +2.4% |
| 7D | -0.2% | -4.0% | +3.7% | +1.0% |
| 30D | -2.7% | -0.5% | -2.3% | -2.6% |
| 3M | +5.9% | +11.4% | -5.5% | +2.0% |
| 6M | -2.3% | +1.0% | -3.3% | -2.5% |
| YTD | +13.1% | +20.7% | -7.6% | +6.9% |
| All | +4.6% | -2.6% | +7.2% | +0.7% |
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