+26.3%
SYY vs RUN
-37.3%
+63.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.6% | +6.7% | +2.3% |
| 7D | -0.2% | -1.8% | +1.6% | -0.2% |
| 30D | -2.7% | -10.8% | +8.1% | -2.5% |
| 3M | +5.9% | -30.2% | +36.0% | +6.5% |
| 6M | -2.3% | -22.3% | +20.0% | -2.1% |
| YTD | +13.1% | -52.2% | +65.3% | +14.1% |
| 1Y | +3.8% | -45.1% | +48.9% | +4.1% |
| All | +26.3% | -37.3% | +63.6% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 3y: compounded portfolio wealth divided by compounded RUN 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…
3y analysis · Full analysis span regression · 6 months rolling