+91.7%
USB vs SYY
+97.7%
-6.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -1.6% |
| 7D | 0.0% | -7.3% | +7.3% | +3.5% |
| 30D | +5.8% | +0.1% | +5.7% | +5.3% |
| 3M | -6.0% | -8.2% | +2.3% | -2.3% |
| 6M | +7.8% | +6.3% | +1.5% | +3.5% |
| YTD | +14.6% | +7.3% | +7.3% | +7.3% |
| 1Y | +31.8% | +8.5% | +23.3% | +22.5% |
| 3Y | +91.5% | +24.9% | +66.6% | +62.7% |
| 5Y | +22.0% | +8.0% | +14.0% | +10.5% |
| All | +91.7% | +97.7% | -6.0% | +33.9% |
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