+26.3%
SYY vs SBAC
-8.7%
+35.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.2% | +2.3% |
| 7D | -0.2% | +0.2% | -0.4% | -0.3% |
| 30D | -2.7% | +3.9% | -6.6% | -3.4% |
| 3M | +5.9% | -8.2% | +14.1% | +7.4% |
| 6M | -2.3% | -2.8% | +0.5% | -2.0% |
| YTD | +13.1% | -1.5% | +14.6% | +13.0% |
| 1Y | +3.8% | 0.0% | +3.7% | +3.1% |
| All | +26.3% | -8.7% | +35.1% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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