+0.7%
SYY vs TMF
-21.2%
+21.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -2.8% | +1.0% | -3.7% | -2.8% |
| 30D | -5.3% | -1.8% | -3.4% | -5.3% |
| 3M | +5.1% | -8.2% | +13.3% | +5.2% |
| 6M | -5.0% | -19.5% | +14.5% | -3.9% |
| YTD | +10.7% | -16.0% | +26.7% | +11.6% |
| 1Y | +0.7% | -22.5% | +23.2% | +2.2% |
| All | +0.7% | -21.2% | +21.8% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 1y: compounded portfolio wealth divided by compounded TMF 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…
1y analysis · Full analysis span regression · 6 months rolling