+1,872.3%
TER vs SYY
+112.2%
+1,760.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.2% | +1.0% | +2.3% |
| 7D | +12.4% | -0.2% | +12.6% | +12.4% |
| 30D | +5.1% | -2.7% | +7.9% | +6.1% |
| 3M | +4.0% | +5.9% | -1.9% | +0.7% |
| 6M | +29.5% | -2.3% | +31.9% | +29.1% |
| YTD | +98.5% | +13.1% | +85.4% | +86.4% |
| 1Y | +234.1% | +3.8% | +230.3% | +222.9% |
| 3Y | +289.0% | +26.7% | +262.3% | +241.9% |
| 5Y | +228.2% | +19.4% | +208.7% | +197.5% |
| All | +1,872.3% | +112.2% | +1,760.1% | +1,314.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling