+2,327.8%
SYY vs RMD
+38,753.6%
-36,425.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.9% | +1.1% |
| 7D | +0.3% | +2.1% | -1.8% | +0.1% |
| 30D | -4.8% | +2.1% | -6.9% | -5.0% |
| 3M | -7.1% | +6.2% | -13.3% | -7.8% |
| 6M | +6.8% | +19.4% | -12.6% | +4.5% |
| YTD | +7.7% | +0.5% | +7.1% | +7.1% |
| 1Y | +5.7% | -3.9% | +9.6% | +5.7% |
| 3Y | +24.6% | +72.5% | -48.0% | +15.9% |
| 5Y | +15.6% | -1.5% | +17.1% | +13.4% |
| 10Y | +87.9% | +345.8% | -257.8% | +59.2% |
| All | +2,327.8% | +38,753.6% | -36,425.8% | +1,741.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling