+40,736.5%
ADI vs SYY
+4,321.8%
+36,414.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.8% |
| 6M | -7.4% | +6.8% | -14.2% | -10.5% |
| YTD | +48.1% | +7.7% | +40.4% | +41.6% |
| 1Y | +69.6% | +5.7% | +64.0% | +63.2% |
| 3Y | +144.4% | +24.6% | +119.8% | +119.7% |
| 5Y | +134.1% | +15.6% | +118.5% | +115.1% |
| 10Y | +632.8% | +87.9% | +544.8% | +430.4% |
| All | +40,736.5% | +4,321.8% | +36,414.7% | +9,847.0% |
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