+1,872.1%
T vs SYY
+4,458.5%
-2,586.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.7% | -1.6% |
| 7D | -1.3% | -2.3% | +1.0% | -0.6% |
| 30D | +11.4% | -4.9% | +16.3% | +13.1% |
| 3M | +14.3% | +8.4% | +5.9% | +11.5% |
| 6M | -9.3% | -7.4% | -1.9% | -7.8% |
| YTD | +7.1% | +11.0% | -3.9% | +2.6% |
| 1Y | -9.1% | -0.2% | -8.9% | -10.1% |
| 3Y | +105.3% | +23.8% | +81.6% | +88.6% |
| 5Y | +66.8% | +18.1% | +48.7% | +53.6% |
| 10Y | +66.8% | +94.6% | -27.8% | +23.1% |
| All | +1,872.1% | +4,458.5% | -2,586.4% | +498.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling