+32.6%
XYZ vs SYY
+7.3%
+25.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.0% | +1.6% | +3.3% |
| 7D | +14.9% | -4.1% | +19.0% | +14.8% |
| 30D | +14.7% | +0.3% | +14.3% | +14.4% |
| 3M | +12.1% | -6.3% | +18.5% | +12.1% |
| 6M | +18.3% | +9.7% | +8.6% | +17.7% |
| YTD | +36.1% | +9.4% | +26.6% | +37.8% |
| All | +32.6% | +7.3% | +25.3% | +34.4% |
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