+24.6%
SYY vs RBA
+63.1%
-38.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +1.0% |
| 7D | +0.3% | +1.7% | -1.4% | +0.1% |
| 30D | -4.8% | +8.3% | -13.1% | -5.8% |
| 3M | -7.1% | +10.5% | -17.6% | -8.4% |
| 6M | +6.8% | -5.9% | +12.7% | +6.9% |
| YTD | +7.7% | -6.9% | +14.5% | +7.1% |
| 1Y | +5.7% | -4.9% | +10.5% | +4.5% |
| 3Y | +24.6% | +64.5% | -39.9% | +14.9% |
| All | +24.6% | +63.1% | -38.6% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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