+86.8%
ACN vs SYY
+114.2%
-27.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.9% |
| 7D | -7.9% | +1.5% | -9.4% | -8.3% |
| 30D | -1.1% | -2.3% | +1.3% | -0.3% |
| 3M | +5.6% | +5.5% | +0.1% | +3.8% |
| 6M | -9.9% | -1.0% | -9.0% | -10.5% |
| YTD | -32.3% | +14.1% | -46.4% | -36.4% |
| 1Y | -25.3% | +5.6% | -30.9% | -27.9% |
| 3Y | -42.3% | +27.9% | -70.1% | -48.7% |
| 5Y | -43.5% | +22.7% | -66.2% | -49.2% |
| All | +86.8% | +114.2% | -27.4% | +35.3% |
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