+133.8%
ADI vs SYY
+15.0%
+118.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -3.2% |
| 7D | +9.5% | +0.3% | +9.2% | +9.4% |
| 30D | -1.4% | -4.8% | +3.4% | -0.1% |
| 3M | +4.7% | -7.1% | +11.8% | +6.9% |
| 6M | -7.4% | +6.8% | -14.2% | -11.2% |
| YTD | +48.1% | +7.7% | +40.4% | +39.6% |
| 1Y | +69.6% | +5.7% | +64.0% | +61.1% |
| 3Y | +144.4% | +24.6% | +119.8% | +108.7% |
| All | +133.8% | +15.0% | +118.7% | +111.5% |
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