+31.1%
USB vs SYY
+3.6%
+27.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.2% |
| 7D | +1.2% | +1.3% | -0.1% | +1.0% |
| 30D | +6.3% | -3.5% | +9.8% | +6.8% |
| 3M | -6.1% | -9.3% | +3.2% | -5.0% |
| 6M | +13.0% | +5.9% | +7.1% | +12.1% |
| YTD | +16.6% | +6.5% | +10.1% | +12.9% |
| 1Y | +31.1% | +4.0% | +27.1% | +28.2% |
| All | +31.1% | +3.6% | +27.5% | +28.2% |
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