+2,402.9%
SYY vs RMD
+36,837.6%
-34,434.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | -2.3% | -5.0% | +2.7% | -1.8% |
| 30D | -4.9% | +2.2% | -7.2% | -5.2% |
| 3M | +8.4% | +17.8% | -9.5% | +6.3% |
| 6M | -7.4% | -11.3% | +4.0% | -6.4% |
| YTD | +11.0% | -4.4% | +15.4% | +11.1% |
| 1Y | -0.2% | -15.7% | +15.5% | +1.2% |
| 3Y | +23.8% | +47.7% | -24.0% | +17.1% |
| 5Y | +18.1% | -19.2% | +37.4% | +18.2% |
| 10Y | +94.6% | +280.4% | -185.8% | +67.3% |
| All | +2,402.9% | +36,837.6% | -34,434.8% | +1,810.9% |
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