+470.5%
SYY vs SPXU
-100.0%
+570.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | +0.2% |
| 7D | -2.8% | -1.5% | -1.3% | -3.1% |
| 30D | -5.3% | +3.7% | -9.0% | -4.3% |
| 3M | +5.1% | -9.6% | +14.6% | +2.6% |
| 6M | -5.0% | -32.4% | +27.4% | -13.5% |
| YTD | +10.7% | -28.7% | +39.4% | +2.5% |
| 1Y | +0.7% | -38.2% | +38.9% | -10.0% |
| 3Y | +24.0% | -80.4% | +104.5% | -14.0% |
| 5Y | +19.3% | -86.0% | +105.3% | -15.2% |
| 10Y | +96.4% | -99.5% | +195.9% | -20.6% |
| All | +470.5% | -100.0% | +570.5% | +13.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling