+4,255.7%
SYY vs MTB
+8,245.1%
-3,989.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | -2.8% | +2.8% | -5.5% | -3.6% |
| 30D | -5.3% | -4.2% | -1.1% | -4.1% |
| 3M | +5.1% | +7.8% | -2.7% | +2.5% |
| 6M | -5.0% | +14.8% | -19.8% | -9.3% |
| YTD | +10.7% | +20.8% | -10.1% | +3.9% |
| 1Y | +0.7% | +23.1% | -22.4% | -6.2% |
| 3Y | +24.0% | +114.8% | -90.8% | -5.2% |
| 5Y | +19.3% | +103.3% | -84.0% | -9.6% |
| 10Y | +96.4% | +173.0% | -76.6% | +34.6% |
| All | +4,255.7% | +8,245.1% | -3,989.4% | +927.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MTB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling