+95.7%
TT vs SYY
+26.4%
+69.2%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.0% | +2.7% | +4.4% |
| 7D | +1.7% | -4.1% | +5.9% | +2.2% |
| 30D | -11.8% | +0.3% | -12.1% | -12.1% |
| 3M | -12.6% | -6.3% | -6.2% | -12.0% |
| 6M | -9.4% | +9.7% | -19.1% | -11.2% |
| YTD | +8.8% | +9.4% | -0.6% | +6.8% |
| 1Y | -2.5% | +7.3% | -9.8% | -4.1% |
| 3Y | +95.7% | +27.6% | +68.0% | +82.9% |
| All | +95.7% | +26.4% | +69.2% | +82.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling