-44.1%
ACN vs SYY
+18.9%
-63.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -4.0% | -2.5% |
| 7D | -6.3% | -0.2% | -6.1% | -6.3% |
| 30D | -1.4% | -2.7% | +1.4% | -0.6% |
| 3M | +2.6% | +5.9% | -3.3% | +0.9% |
| 6M | -14.3% | -2.3% | -12.0% | -14.1% |
| YTD | -33.1% | +13.1% | -46.2% | -37.0% |
| 1Y | -28.8% | +3.8% | -32.6% | -30.7% |
| 3Y | -43.0% | +26.7% | -69.7% | -50.0% |
| All | -44.1% | +18.9% | -63.0% | -49.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling