+8.3%
SYY vs SN
+156.5%
-148.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.1% | -0.3% | +3.2% |
| 7D | -6.3% | +10.6% | -17.0% | -7.7% |
| 30D | +0.7% | +20.0% | -19.3% | -1.9% |
| 3M | -6.4% | +30.4% | -36.8% | -10.4% |
| 6M | +7.6% | +91.0% | -83.4% | -4.0% |
| YTD | +7.4% | +95.9% | -88.5% | -5.2% |
| 1Y | +8.3% | +158.9% | -150.6% | -4.0% |
| All | +8.3% | +156.5% | -148.2% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 1y: compounded portfolio wealth divided by compounded SN 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…
1y analysis · Full analysis span regression · 6 months rolling