+24.9%
SYY vs RACE
+28.1%
-3.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.6% | +2.3% |
| 7D | -7.3% | +5.1% | -12.4% | -7.9% |
| 30D | +0.1% | +7.7% | -7.6% | -0.9% |
| 3M | -8.2% | +2.2% | -10.4% | -8.6% |
| 6M | +6.3% | +23.8% | -17.5% | +3.1% |
| YTD | +7.3% | +13.9% | -6.6% | +5.2% |
| 1Y | +8.5% | +3.8% | +4.7% | +7.7% |
| 3Y | +24.9% | +28.0% | -3.1% | +18.3% |
| All | +24.9% | +28.1% | -3.2% | +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 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