-16.0%
ACN vs SYY
+23.1%
-39.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.3% |
| 7D | -5.7% | +1.3% | -7.1% | -6.0% |
| 30D | +17.0% | -3.5% | +20.6% | +17.8% |
| 3M | +39.9% | -9.3% | +49.2% | +41.8% |
| 6M | +50.2% | +5.9% | +44.3% | +49.8% |
| YTD | -4.2% | +6.5% | -10.6% | -6.2% |
| 1Y | +4.3% | +4.0% | +0.3% | +2.7% |
| All | -16.0% | +23.1% | -39.1% | -22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling