+123.0%
TT vs SYY
+26.8%
+96.2%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +1.0% |
| 7D | 0.0% | -2.3% | +2.3% | +0.3% |
| 30D | -7.2% | -4.9% | -2.2% | -6.5% |
| 3M | -3.0% | +8.4% | -11.4% | -4.4% |
| 6M | +1.4% | -7.4% | +8.7% | +2.1% |
| YTD | +15.9% | +11.0% | +4.9% | +13.7% |
| 1Y | +9.4% | -0.2% | +9.7% | +9.2% |
| All | +123.0% | +26.8% | +96.2% | +112.0% |
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 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