+9.2%
TT vs SYY
+1.0%
+8.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +0.8% |
| 7D | -0.2% | -2.3% | +2.1% | 0.0% |
| 30D | -7.4% | -4.9% | -2.4% | -6.8% |
| 3M | -3.2% | +8.4% | -11.6% | -4.6% |
| 6M | +1.1% | -7.4% | +8.5% | +1.4% |
| YTD | +15.6% | +11.0% | +4.6% | +15.2% |
| 1Y | +9.2% | -0.2% | +9.4% | +8.9% |
| All | +9.2% | +1.0% | +8.2% | +8.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling