+4,136.2%
SYY vs TECH
+101,682.4%
-97,546.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.1% | +1.1% |
| 7D | +0.3% | +0.1% | +0.2% | +0.3% |
| 30D | -4.8% | +0.5% | -5.3% | -4.8% |
| 3M | -7.1% | +1.1% | -8.2% | -7.2% |
| 6M | +6.8% | +62.8% | -56.0% | +1.2% |
| YTD | +7.7% | +24.5% | -16.8% | +4.3% |
| 1Y | +5.7% | +20.6% | -15.0% | +2.7% |
| 3Y | +24.6% | +29.5% | -4.9% | +18.4% |
| 5Y | +15.6% | -40.9% | +56.6% | +18.0% |
| 10Y | +87.9% | +189.5% | -101.6% | +64.4% |
| All | +4,136.2% | +101,682.4% | -97,546.2% | +2,640.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling