+384.5%
ALAB vs SYY
+7.6%
+376.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.2% | +1.9% | +3.9% |
| 7D | +9.6% | -0.2% | +9.9% | +9.6% |
| 30D | -5.3% | -2.7% | -2.5% | -5.0% |
| 3M | -12.0% | +5.9% | -17.9% | -13.5% |
| 6M | +145.7% | -2.3% | +148.0% | +143.2% |
| YTD | +80.7% | +13.1% | +67.6% | +78.7% |
| 1Y | +40.1% | +3.8% | +36.4% | +39.2% |
| All | +384.5% | +7.6% | +376.9% | +366.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling