+1,204.9%
SYY vs RBA
+3,565.6%
-2,360.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.3% |
| 7D | -2.3% | -2.9% | +0.6% | -1.8% |
| 30D | -4.9% | -12.3% | +7.4% | -2.7% |
| 3M | +8.4% | -20.5% | +28.9% | +12.5% |
| 6M | -7.4% | -18.5% | +11.2% | -4.5% |
| YTD | +11.0% | -18.2% | +29.2% | +14.0% |
| 1Y | -0.2% | -27.5% | +27.3% | +4.7% |
| 3Y | +23.8% | +38.1% | -14.3% | +13.9% |
| 5Y | +18.1% | +44.8% | -26.7% | +6.0% |
| 10Y | +94.6% | +187.1% | -92.5% | +52.5% |
| All | +1,204.9% | +3,565.6% | -2,360.6% | +674.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling