+28.9%
SYY vs PNR
-14.5%
+43.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | +3.9% | -6.0% | +10.0% | +5.3% |
| 30D | -1.7% | -14.0% | +12.2% | +1.4% |
| 3M | +5.2% | -21.7% | +26.9% | +10.3% |
| 6M | -0.2% | -37.3% | +37.1% | +9.6% |
| YTD | +15.4% | -45.1% | +60.5% | +29.7% |
| 1Y | +5.6% | -49.1% | +54.7% | +20.5% |
| 3Y | +28.9% | -14.8% | +43.7% | +34.4% |
| All | +28.9% | -14.5% | +43.3% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 3y: compounded portfolio wealth divided by compounded PNR 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…
3y analysis · Full analysis span regression · 6 months rolling