+84.6%
SYY vs P
+666.7%
-582.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.4% | -4.3% | -1.4% |
| 7D | +1.3% | +17.8% | -16.5% | -1.2% |
| 30D | -3.5% | -29.9% | +26.3% | +0.9% |
| 3M | -9.3% | -1.2% | -8.2% | -10.7% |
| 6M | +5.9% | +32.1% | -26.2% | -2.0% |
| YTD | +6.5% | +64.3% | -57.8% | -6.2% |
| 1Y | +4.0% | +24.3% | -20.3% | -4.9% |
| 3Y | +23.0% | +203.2% | -180.3% | -15.7% |
| 5Y | +14.3% | +290.4% | -276.1% | -30.4% |
| All | +84.6% | +666.7% | -582.1% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 10y: compounded portfolio wealth divided by compounded P 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…
10y analysis · Full analysis span regression · 6 months rolling