+9.3%
SYY vs SUI
-26.3%
+35.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.6% | +2.6% |
| 7D | -7.3% | +6.2% | -13.5% | -9.1% |
| 30D | +0.1% | +8.6% | -8.5% | -2.7% |
| 3M | -8.2% | +1.0% | -9.2% | -8.7% |
| 6M | +6.3% | -2.6% | +8.9% | +6.9% |
| YTD | +7.3% | -0.1% | +7.5% | +7.0% |
| 1Y | +8.5% | +0.5% | +8.0% | +7.9% |
| 3Y | +24.9% | +15.3% | +9.7% | +16.8% |
| All | +9.3% | -26.3% | +35.5% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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