+802.8%
TEAM vs SYY
+158.5%
+644.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -2.4% |
| 7D | -0.4% | -2.3% | +1.9% | 0.0% |
| 30D | +67.3% | -4.9% | +72.2% | +68.8% |
| 3M | +86.8% | +8.4% | +78.4% | +83.8% |
| 6M | +146.8% | -7.4% | +154.2% | +148.9% |
| YTD | +16.9% | +11.0% | +5.9% | +12.8% |
| 1Y | +12.8% | -0.2% | +13.0% | +11.4% |
| 3Y | -7.3% | +23.8% | -31.0% | -13.6% |
| 5Y | -50.7% | +18.1% | -68.8% | -53.1% |
| 10Y | +529.8% | +94.6% | +435.2% | +424.0% |
| All | +802.8% | +158.5% | +644.3% | +575.3% |
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 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