+15,818.7%
TT vs SYY
+4,458.5%
+11,360.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +1.1% |
| 7D | -0.2% | -2.3% | +2.1% | +0.7% |
| 30D | -7.4% | -4.9% | -2.4% | -5.5% |
| 3M | -3.2% | +8.4% | -11.6% | -6.7% |
| 6M | +1.1% | -7.4% | +8.5% | +3.2% |
| YTD | +15.6% | +11.0% | +4.6% | +9.0% |
| 1Y | +9.2% | -0.2% | +9.4% | +7.3% |
| 3Y | +124.4% | +23.8% | +100.6% | +97.6% |
| 5Y | +138.0% | +18.1% | +119.9% | +111.2% |
| 10Y | +886.4% | +94.6% | +791.8% | +542.8% |
| All | +15,818.7% | +4,458.5% | +11,360.1% | +3,309.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling