+155.2%
W vs SYY
+116.5%
+38.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | +0.1% | +0.6% |
| 7D | -0.9% | +3.9% | -4.8% | -2.9% |
| 30D | -4.2% | -1.7% | -2.5% | -3.5% |
| 3M | +26.9% | +5.2% | +21.7% | +22.7% |
| 6M | +31.2% | -0.2% | +31.4% | +29.3% |
| YTD | -1.8% | +15.4% | -17.2% | -11.5% |
| 1Y | +9.3% | +5.6% | +3.7% | +3.4% |
| 3Y | +33.2% | +28.9% | +4.3% | +12.1% |
| 5Y | -62.4% | +24.1% | -86.5% | -66.4% |
| All | +155.2% | +116.5% | +38.7% | +58.0% |
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 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