+580.0%
XYZ vs SYY
+94.9%
+485.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -3.0% | -3.1% |
| 7D | +2.9% | -2.8% | +5.6% | +4.3% |
| 30D | +1.4% | -5.3% | +6.7% | +4.1% |
| 3M | +14.6% | +5.1% | +9.5% | +11.4% |
| 6M | +20.8% | -5.0% | +25.8% | +22.0% |
| YTD | +23.1% | +10.7% | +12.4% | +13.6% |
| 1Y | +5.6% | +0.7% | +5.0% | +2.3% |
| 3Y | +50.9% | +24.0% | +26.9% | +28.3% |
| 5Y | -68.6% | +19.3% | -87.8% | -71.7% |
| 10Y | +580.0% | +96.4% | +483.6% | +363.7% |
| All | +580.0% | +94.9% | +485.1% | +363.7% |
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