+6.8%
SYY vs Q
+78.4%
-71.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.8% | +0.4% | +2.1% |
| 7D | -0.2% | +6.6% | -6.8% | -0.5% |
| 30D | -2.7% | -6.6% | +3.8% | -2.5% |
| 3M | +5.9% | -13.2% | +19.1% | +5.8% |
| 6M | -2.3% | +9.9% | -12.3% | -6.5% |
| YTD | +13.1% | +53.9% | -40.9% | +7.2% |
| All | +6.8% | +78.4% | -71.6% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 5y: compounded portfolio wealth divided by compounded Q 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…
5y analysis · Full analysis span regression · 6 months rolling