+651.5%
ADI vs SYY
+116.5%
+535.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.1% | +3.8% | +4.5% |
| 7D | +4.6% | +3.9% | +0.6% | +3.1% |
| 30D | -1.2% | -1.7% | +0.6% | -0.6% |
| 3M | -7.8% | +5.2% | -13.0% | -9.9% |
| 6M | +19.3% | -0.2% | +19.5% | +18.2% |
| YTD | +40.9% | +15.4% | +25.5% | +31.7% |
| 1Y | +54.5% | +5.6% | +48.9% | +49.0% |
| 3Y | +123.4% | +28.9% | +94.6% | +97.5% |
| 5Y | +142.3% | +24.1% | +118.2% | +116.6% |
| All | +651.5% | +116.5% | +535.0% | +439.1% |
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