+9.3%
SYY vs RACE
+65.0%
-55.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.6% | +2.5% |
| 7D | -7.3% | +5.1% | -12.4% | -8.4% |
| 30D | +0.1% | +7.7% | -7.6% | -1.7% |
| 3M | -8.2% | +2.2% | -10.4% | -8.9% |
| 6M | +6.3% | +23.8% | -17.5% | +0.6% |
| YTD | +7.3% | +13.9% | -6.6% | +3.2% |
| 1Y | +8.5% | +3.8% | +4.7% | +6.7% |
| 3Y | +24.9% | +28.0% | -3.1% | +9.1% |
| All | +9.3% | +65.0% | -55.8% | -21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling