+32.9%
URI vs SYY
+8.7%
+24.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.8% | -8.2% | -4.8% |
| 7D | -4.3% | -6.3% | +2.0% | -3.5% |
| 30D | +4.6% | +0.7% | +3.9% | +4.5% |
| 3M | -2.1% | -6.4% | +4.3% | -1.3% |
| 6M | +21.9% | +7.6% | +14.3% | +19.4% |
| YTD | +39.7% | +7.4% | +32.3% | +37.4% |
| 1Y | +32.9% | +8.3% | +24.6% | +29.8% |
| All | +32.9% | +8.7% | +24.1% | +29.8% |
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