+23.6%
SYY vs SPXS
-86.0%
+109.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +0.6% |
| 7D | +3.9% | +2.5% | +1.5% | +4.4% |
| 30D | -1.7% | +4.2% | -5.9% | -0.9% |
| 3M | +5.2% | -9.3% | +14.5% | +3.4% |
| 6M | -0.2% | -30.7% | +30.5% | -6.5% |
| YTD | +15.4% | -28.1% | +43.4% | +9.1% |
| 1Y | +5.6% | -35.1% | +40.7% | -1.9% |
| 3Y | +28.9% | -79.6% | +108.5% | -3.5% |
| All | +23.6% | -86.0% | +109.5% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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