+1,271.8%
URI vs SYY
+102.5%
+1,169.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.8% | +0.1% |
| 7D | +5.0% | -0.2% | +5.2% | +5.1% |
| 30D | -9.4% | -2.7% | -6.7% | -8.0% |
| 3M | -5.8% | +5.9% | -11.7% | -9.4% |
| 6M | +25.8% | -2.3% | +28.2% | +25.5% |
| YTD | +27.9% | +13.1% | +14.8% | +15.7% |
| 1Y | +9.7% | +3.8% | +6.0% | +4.4% |
| 3Y | +128.0% | +26.7% | +101.3% | +86.9% |
| 5Y | +212.4% | +19.4% | +193.0% | +163.7% |
| 10Y | +1,271.8% | +112.0% | +1,159.9% | +683.9% |
| All | +1,271.8% | +102.5% | +1,169.4% | +683.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling