+7,712.8%
URI vs SYY
+1,309.0%
+6,403.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.0% | +4.9% | +5.8% |
| 7D | -4.0% | -4.1% | +0.1% | -2.2% |
| 30D | +6.8% | +0.3% | +6.5% | +6.1% |
| 3M | -2.8% | -6.3% | +3.5% | +0.1% |
| 6M | +20.9% | +9.7% | +11.2% | +13.1% |
| YTD | +40.2% | +9.4% | +30.8% | +29.1% |
| 1Y | +34.1% | +7.3% | +26.8% | +24.8% |
| 3Y | +164.1% | +27.6% | +136.5% | +117.7% |
| 5Y | +199.3% | +12.5% | +186.8% | +163.7% |
| 10Y | +1,218.8% | +87.4% | +1,131.4% | +718.1% |
| All | +7,712.8% | +1,309.0% | +6,403.8% | +1,946.0% |
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