+23.6%
SYY vs RSG
+89.9%
-66.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.8% |
| 7D | +3.9% | 0.0% | +3.9% | +3.9% |
| 30D | -1.7% | +4.0% | -5.7% | -3.2% |
| 3M | +5.2% | +7.4% | -2.2% | +2.3% |
| 6M | -0.2% | +0.1% | -0.3% | -0.6% |
| YTD | +15.4% | +6.0% | +9.4% | +11.7% |
| 1Y | +5.6% | -3.0% | +8.6% | +6.3% |
| 3Y | +28.9% | +56.5% | -27.6% | +0.5% |
| All | +23.6% | +89.9% | -66.3% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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