+19.4%
SYY vs TECH
-42.1%
+61.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.2% | +2.2% |
| 7D | -0.2% | -0.1% | -0.2% | -0.2% |
| 30D | -2.7% | +0.3% | -3.0% | -2.8% |
| 3M | +5.9% | +32.9% | -27.1% | +1.2% |
| 6M | -2.3% | +32.1% | -34.4% | -7.3% |
| YTD | +13.1% | +23.4% | -10.3% | +8.2% |
| 1Y | +3.8% | +34.1% | -30.3% | -2.6% |
| 3Y | +26.7% | +2.2% | +24.5% | +21.8% |
| 5Y | +19.4% | -41.8% | +61.2% | +23.6% |
| All | +19.4% | -42.1% | +61.6% | +23.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling