-52.7%
TEAM vs SYY
+20.0%
-72.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.7% |
| 7D | -7.8% | +1.5% | -9.3% | -8.2% |
| 30D | +16.5% | -2.3% | +18.9% | +17.3% |
| 3M | +96.2% | +5.5% | +90.7% | +92.5% |
| 6M | +130.2% | -1.0% | +131.1% | +129.0% |
| YTD | +10.7% | +14.1% | -3.4% | +1.5% |
| 1Y | +3.0% | +5.6% | -2.5% | -1.9% |
| 3Y | -13.1% | +27.9% | -41.0% | -29.6% |
| 5Y | -52.7% | +22.7% | -75.5% | -60.0% |
| All | -52.7% | +20.0% | -72.7% | -60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling