+344.9%
SYY vs UUUU
-92.5%
+437.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.3% | +7.2% | +1.2% |
| 7D | +1.5% | -5.0% | +6.5% | +1.7% |
| 30D | -2.3% | -7.8% | +5.5% | -2.1% |
| 3M | +5.5% | -0.4% | +5.9% | +5.2% |
| 6M | -1.0% | -32.9% | +31.9% | +0.1% |
| YTD | +14.1% | -6.3% | +20.4% | +13.2% |
| 1Y | +5.6% | +7.9% | -2.4% | +3.4% |
| 3Y | +27.9% | +85.2% | -57.3% | +20.1% |
| 5Y | +22.7% | +97.0% | -74.2% | +12.9% |
| 10Y | +113.9% | +492.6% | -378.7% | +79.8% |
| All | +344.9% | -92.5% | +437.4% | +283.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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