+19.3%
SYY vs SUI
-32.1%
+51.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.2% |
| 7D | -2.8% | -3.1% | +0.4% | -1.7% |
| 30D | -5.3% | -2.3% | -3.0% | -4.6% |
| 3M | +5.1% | -2.8% | +7.9% | +5.9% |
| 6M | -5.0% | -12.4% | +7.4% | -1.0% |
| YTD | +10.7% | -3.3% | +14.0% | +11.7% |
| 1Y | +0.7% | -5.8% | +6.5% | +2.4% |
| 3Y | +24.0% | +12.5% | +11.6% | +17.3% |
| 5Y | +19.3% | -32.9% | +52.1% | +35.9% |
| All | +19.3% | -32.1% | +51.4% | +35.9% |
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