+24.6%
SYY vs RACE
+24.7%
-0.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +1.0% |
| 7D | +0.3% | -1.2% | +1.5% | +0.5% |
| 30D | -4.8% | +6.1% | -10.9% | -5.5% |
| 3M | -7.1% | -0.3% | -6.8% | -7.1% |
| 6M | +6.8% | +23.4% | -16.6% | +3.7% |
| YTD | +7.7% | +12.5% | -4.9% | +5.7% |
| 1Y | +5.7% | -0.5% | +6.1% | +5.5% |
| 3Y | +24.6% | +23.6% | +0.9% | +18.6% |
| All | +24.6% | +24.7% | -0.1% | +18.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling