+12,759.1%
TDG vs SYY
+378.1%
+12,381.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -3.9% | -3.0% |
| 7D | -2.4% | -0.2% | -2.2% | -2.4% |
| 30D | -8.0% | -2.7% | -5.3% | -6.6% |
| 3M | -10.5% | +5.9% | -16.3% | -13.6% |
| 6M | -11.9% | -2.3% | -9.6% | -12.0% |
| YTD | -15.4% | +13.1% | -28.4% | -23.3% |
| 1Y | -14.2% | +3.8% | -18.0% | -18.4% |
| 3Y | +51.0% | +26.7% | +24.3% | +23.7% |
| 5Y | +126.5% | +19.4% | +107.0% | +90.5% |
| 10Y | +535.6% | +112.0% | +423.6% | +254.3% |
| All | +12,759.1% | +378.1% | +12,381.0% | +4,218.2% |
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