+34.4%
URI vs SYY
+5.3%
+29.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.4% |
| 7D | +6.7% | +0.3% | +6.4% | +6.7% |
| 30D | +8.9% | -4.8% | +13.6% | +9.6% |
| 3M | +0.5% | -7.1% | +7.6% | +1.6% |
| 6M | +20.7% | +6.8% | +13.9% | +18.3% |
| YTD | +40.0% | +7.7% | +32.4% | +37.4% |
| 1Y | +34.4% | +5.7% | +28.7% | +31.9% |
| All | +34.4% | +5.3% | +29.1% | +31.9% |
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 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