+84.6%
SYY vs TAP
-47.7%
+132.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +1.3% | -6.3% | +7.7% | +3.8% |
| 30D | -3.5% | +2.7% | -6.2% | -4.7% |
| 3M | -9.3% | -3.7% | -5.6% | -8.5% |
| 6M | +5.9% | -2.0% | +7.9% | +5.8% |
| YTD | +6.5% | -12.3% | +18.8% | +10.3% |
| 1Y | +4.0% | -10.1% | +14.1% | +6.5% |
| 3Y | +23.0% | -25.3% | +48.2% | +33.5% |
| 5Y | +14.3% | -1.9% | +16.3% | +7.8% |
| All | +84.6% | -47.7% | +132.3% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 10y: compounded portfolio wealth divided by compounded TAP 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…
10y analysis · Full analysis span regression · 6 months rolling