+4,350.1%
SYY vs PNC
+4,015.6%
+334.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +2.4% |
| 7D | -0.2% | -0.7% | +0.5% | 0.0% |
| 30D | -2.7% | -4.4% | +1.7% | -1.6% |
| 3M | +5.9% | +4.5% | +1.4% | +4.5% |
| 6M | -2.3% | +19.1% | -21.4% | -7.1% |
| YTD | +13.1% | +18.0% | -4.9% | +7.6% |
| 1Y | +3.8% | +24.1% | -20.3% | -2.7% |
| 3Y | +26.7% | +130.0% | -103.3% | -1.0% |
| 5Y | +19.4% | +50.4% | -31.0% | +3.6% |
| 10Y | +112.0% | +271.3% | -159.3% | +48.0% |
| All | +4,350.1% | +4,015.6% | +334.5% | +1,216.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 all: compounded portfolio wealth divided by compounded PNC 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…
all analysis · Full analysis span regression · 6 months rolling