+4,267.1%
SYY vs TECH
+101,053.8%
-96,786.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.3% |
| 7D | -2.3% | +0.1% | -2.4% | -2.3% |
| 30D | -4.9% | +0.7% | -5.6% | -5.0% |
| 3M | +8.4% | +36.3% | -28.0% | +4.7% |
| 6M | -7.4% | +25.6% | -32.9% | -10.2% |
| YTD | +11.0% | +23.7% | -12.7% | +7.6% |
| 1Y | -0.2% | +37.6% | -37.9% | -4.6% |
| 3Y | +23.8% | -6.6% | +30.4% | +21.6% |
| 5Y | +18.1% | -42.2% | +60.4% | +20.7% |
| 10Y | +94.6% | +187.6% | -93.0% | +70.3% |
| All | +4,267.1% | +101,053.8% | -96,786.7% | +2,726.6% |
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 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