+299.9%
AEM vs SYY
+20.0%
+280.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.9% | -3.8% | -3.0% |
| 7D | -5.0% | +1.5% | -6.6% | -5.3% |
| 30D | +8.5% | -2.3% | +10.8% | +8.8% |
| 3M | +29.3% | +5.5% | +23.8% | +28.2% |
| 6M | -12.9% | -1.0% | -12.0% | -13.1% |
| YTD | +16.8% | +14.1% | +2.6% | +14.3% |
| 1Y | +29.8% | +5.6% | +24.3% | +28.4% |
| 3Y | +336.7% | +27.9% | +308.9% | +318.0% |
| 5Y | +299.9% | +22.7% | +277.2% | +283.5% |
| All | +299.9% | +20.0% | +280.0% | +283.5% |
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