+112.0%
SYY vs RACE
+783.2%
-671.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +2.5% |
| 7D | -0.2% | -2.6% | +2.4% | +0.6% |
| 30D | -2.7% | -1.1% | -1.7% | -2.5% |
| 3M | +5.9% | +12.5% | -6.7% | +1.4% |
| 6M | -2.3% | +17.4% | -19.8% | -8.3% |
| YTD | +13.1% | +10.1% | +3.0% | +8.0% |
| 1Y | +3.8% | -15.1% | +18.9% | +7.7% |
| 3Y | +26.7% | +38.9% | -12.2% | +4.1% |
| 5Y | +19.4% | +90.7% | -71.2% | -16.7% |
| 10Y | +112.0% | +801.8% | -689.9% | -18.3% |
| All | +112.0% | +783.2% | -671.2% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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