+7,210.0%
URI vs SYY
+1,281.7%
+5,928.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.0% | -0.1% |
| 7D | -9.8% | -7.3% | -2.5% | -6.3% |
| 30D | +1.7% | +0.1% | +1.7% | +1.1% |
| 3M | -9.1% | -8.2% | -0.8% | -5.3% |
| 6M | +9.9% | +6.3% | +3.6% | +4.6% |
| YTD | +31.2% | +7.3% | +23.9% | +22.1% |
| 1Y | +25.9% | +8.5% | +17.5% | +16.3% |
| 3Y | +147.4% | +24.9% | +122.5% | +106.2% |
| 5Y | +179.7% | +8.0% | +171.7% | +152.1% |
| 10Y | +1,419.5% | +107.2% | +1,312.3% | +790.5% |
| All | +7,210.0% | +1,281.7% | +5,928.3% | +1,834.4% |
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