+113.8%
SYY vs TRU
+147.2%
-33.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.8% |
| 7D | +3.9% | -2.7% | +6.7% | +4.9% |
| 30D | -1.7% | -2.0% | +0.3% | -1.3% |
| 3M | +5.2% | +18.4% | -13.3% | -1.4% |
| 6M | -0.2% | +8.9% | -9.1% | -4.6% |
| YTD | +15.4% | -8.9% | +24.3% | +16.0% |
| 1Y | +5.6% | -15.9% | +21.5% | +8.6% |
| 3Y | +28.9% | -1.1% | +30.0% | +15.4% |
| 5Y | +24.1% | -35.2% | +59.3% | +35.7% |
| All | +113.8% | +147.2% | -33.3% | +45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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