+37,071.1%
ADI vs SYY
+4,458.5%
+32,612.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +2.0% |
| 7D | +0.4% | -2.3% | +2.7% | +1.2% |
| 30D | -3.8% | -4.9% | +1.1% | -2.1% |
| 3M | -15.3% | +8.4% | -23.6% | -18.0% |
| 6M | +6.7% | -7.4% | +14.0% | +8.5% |
| YTD | +34.8% | +11.0% | +23.8% | +28.2% |
| 1Y | +49.0% | -0.2% | +49.3% | +46.8% |
| 3Y | +108.1% | +23.8% | +84.3% | +88.3% |
| 5Y | +142.4% | +18.1% | +124.3% | +121.9% |
| 10Y | +589.9% | +94.6% | +495.3% | +394.9% |
| All | +37,071.1% | +4,458.5% | +32,612.6% | +8,903.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling