+108.7%
USB vs SYY
+95.0%
+13.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.4% |
| 7D | +1.4% | -2.3% | +3.7% | +2.6% |
| 30D | -1.3% | -4.9% | +3.6% | +1.2% |
| 3M | +15.2% | +8.4% | +6.9% | +10.3% |
| 6M | +18.8% | -7.4% | +26.2% | +21.9% |
| YTD | +21.0% | +11.0% | +10.0% | +12.1% |
| 1Y | +34.0% | -0.2% | +34.2% | +31.0% |
| 3Y | +95.3% | +23.8% | +71.6% | +68.1% |
| 5Y | +40.4% | +18.1% | +22.2% | +21.9% |
| All | +108.7% | +95.0% | +13.8% | +43.1% |
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