+28.9%
SYY vs SPXU
-79.9%
+108.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +0.8% |
| 7D | +3.9% | +2.5% | +1.5% | +4.2% |
| 30D | -1.7% | +4.2% | -5.9% | -1.3% |
| 3M | +5.2% | -9.3% | +14.4% | +4.1% |
| 6M | -0.2% | -30.7% | +30.5% | -4.3% |
| YTD | +15.4% | -28.1% | +43.5% | +11.3% |
| 1Y | +5.6% | -35.2% | +40.8% | +0.7% |
| 3Y | +28.9% | -79.9% | +108.8% | +5.4% |
| All | +28.9% | -79.9% | +108.8% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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