+1,425.2%
AMAT vs SYY
+87.3%
+1,337.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +6.9% | +6.4% |
| 7D | +7.0% | 0.0% | +7.0% | +7.2% |
| 30D | -20.6% | -2.2% | -18.4% | -20.3% |
| 3M | -24.8% | -8.0% | -16.7% | -22.7% |
| 6M | -10.7% | +7.5% | -18.2% | -15.0% |
| YTD | +54.3% | +7.4% | +46.8% | +45.8% |
| 1Y | +73.7% | +4.9% | +68.9% | +65.8% |
| 3Y | +168.4% | +24.1% | +144.3% | +131.3% |
| 5Y | +167.6% | +13.4% | +154.2% | +142.0% |
| 10Y | +1,425.2% | +87.5% | +1,337.6% | +962.8% |
| All | +1,425.2% | +87.3% | +1,337.9% | +962.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling