+565.7%
AMZN vs SYY
+116.5%
+449.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.7% |
| 7D | -0.7% | +3.9% | -4.6% | -1.4% |
| 30D | -3.9% | -1.7% | -2.2% | -3.6% |
| 3M | +6.3% | +5.2% | +1.1% | +5.2% |
| 6M | +20.8% | -0.2% | +20.9% | +20.2% |
| YTD | +11.2% | +15.4% | -4.1% | +7.2% |
| 1Y | +11.7% | +5.6% | +6.1% | +9.4% |
| 3Y | +79.4% | +28.9% | +50.6% | +66.7% |
| 5Y | +48.0% | +24.1% | +24.0% | +39.8% |
| All | +565.7% | +116.5% | +449.2% | +460.5% |
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 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