+106.5%
T vs SYY
+23.9%
+82.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -1.5% | -2.8% | +1.2% | -0.9% |
| 30D | +7.6% | -5.3% | +12.9% | +9.0% |
| 3M | +15.3% | +5.1% | +10.2% | +14.0% |
| 6M | -8.5% | -5.0% | -3.5% | -7.6% |
| YTD | +6.8% | +10.7% | -3.9% | +2.7% |
| 1Y | -7.2% | +0.7% | -7.9% | -7.9% |
| All | +106.5% | +23.9% | +82.6% | +85.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling