+102.9%
T vs SYY
+26.6%
+76.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-09 to 2026-09-09.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -3.9% | -2.3% |
| 7D | -3.1% | -0.2% | -2.9% | -3.0% |
| 30D | +4.6% | -2.7% | +7.3% | +5.2% |
| 3M | +12.2% | +5.9% | +6.3% | +10.7% |
| 6M | -6.5% | -2.3% | -4.1% | -6.2% |
| YTD | +4.9% | +13.1% | -8.2% | +0.4% |
| 1Y | -10.5% | +3.8% | -14.2% | -11.8% |
| All | +102.9% | +26.6% | +76.3% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 2023-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SYY 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…
2023-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling