+1,963.5%
SYY vs TD
+7,879.0%
-5,915.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -0.8% |
| 7D | -2.3% | +0.3% | -2.6% | -2.4% |
| 30D | -4.9% | +0.4% | -5.3% | -5.2% |
| 3M | +8.4% | +7.6% | +0.7% | +5.3% |
| 6M | -7.4% | +25.0% | -32.3% | -14.7% |
| YTD | +11.0% | +31.0% | -20.0% | +0.4% |
| 1Y | -0.2% | +65.2% | -65.4% | -17.0% |
| 3Y | +23.8% | +122.5% | -98.7% | -8.4% |
| 5Y | +18.1% | +124.8% | -106.7% | -13.3% |
| 10Y | +94.6% | +298.2% | -203.6% | +20.6% |
| All | +1,963.5% | +7,879.0% | -5,915.5% | +559.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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