+306.7%
TPR vs SYY
+102.5%
+204.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.2% | -5.5% | -4.6% |
| 7D | -7.3% | -0.2% | -7.1% | -7.2% |
| 30D | -30.7% | -2.7% | -28.0% | -29.5% |
| 3M | -21.6% | +5.9% | -27.5% | -24.4% |
| 6M | -21.3% | -2.3% | -19.0% | -21.1% |
| YTD | -10.2% | +13.1% | -23.3% | -18.3% |
| 1Y | +9.5% | +3.8% | +5.7% | +4.9% |
| 3Y | +280.8% | +26.7% | +254.1% | +213.8% |
| 5Y | +218.7% | +19.4% | +199.3% | +174.0% |
| 10Y | +306.7% | +112.0% | +194.7% | +180.0% |
| All | +306.7% | +102.5% | +204.2% | +180.0% |
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 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