+9.3%
SYY vs ACWI
+54.8%
-45.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | -7.3% | -2.4% | -4.9% | -6.0% |
| 30D | +0.1% | -5.2% | +5.3% | +3.2% |
| 3M | -8.2% | -4.8% | -3.4% | -5.6% |
| 6M | +6.3% | -1.3% | +7.6% | +6.4% |
| YTD | +7.3% | +8.4% | -1.1% | +1.0% |
| 1Y | +8.5% | +11.0% | -2.6% | +0.4% |
| 3Y | +24.9% | +70.6% | -45.6% | -17.4% |
| All | +9.3% | +54.8% | -45.6% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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