+23.6%
SYY vs RMD
-23.0%
+46.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | +3.9% | -4.4% | +8.4% | +4.8% |
| 30D | -1.7% | -3.1% | +1.4% | -1.2% |
| 3M | +5.2% | +13.8% | -8.6% | +2.2% |
| 6M | -0.2% | -8.6% | +8.4% | +1.1% |
| YTD | +15.4% | -8.6% | +24.0% | +16.6% |
| 1Y | +5.6% | -19.7% | +25.3% | +9.4% |
| 3Y | +28.9% | +48.4% | -19.5% | +13.8% |
| All | +23.6% | -23.0% | +46.6% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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