+152.3%
ACN vs SYY
+88.7%
+63.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.2% |
| 7D | -3.8% | +0.3% | -4.2% | -4.0% |
| 30D | +16.5% | -4.8% | +21.3% | +18.3% |
| 3M | +41.5% | -7.1% | +48.5% | +44.7% |
| 6M | +60.1% | +6.8% | +53.3% | +56.1% |
| YTD | -3.9% | +7.7% | -11.6% | -8.1% |
| 1Y | +4.1% | +5.7% | -1.6% | +0.2% |
| 3Y | -15.9% | +24.6% | -40.4% | -24.8% |
| 5Y | -26.3% | +15.6% | -42.0% | -32.6% |
| All | +152.3% | +88.7% | +63.6% | +82.7% |
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