+111.5%
SYY vs TECH
+189.8%
-78.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | +1.5% | -0.5% | +2.0% | +1.6% |
| 30D | -2.3% | 0.0% | -2.3% | -2.3% |
| 3M | +5.5% | +37.4% | -32.0% | -1.7% |
| 6M | -1.0% | +36.9% | -37.8% | -8.7% |
| YTD | +14.1% | +23.1% | -9.0% | +7.3% |
| 1Y | +5.6% | +42.2% | -36.7% | -4.6% |
| 3Y | +27.9% | +1.9% | +25.9% | +20.7% |
| 5Y | +22.7% | -42.9% | +65.6% | +33.3% |
| All | +111.5% | +189.8% | -78.3% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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