+377.8%
SYY vs ACWI
+356.8%
+21.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.2% |
| 7D | -2.3% | +0.5% | -2.8% | -2.7% |
| 30D | -4.9% | +0.9% | -5.8% | -5.6% |
| 3M | +8.4% | +2.4% | +6.0% | +6.1% |
| 6M | -7.4% | +12.4% | -19.7% | -15.3% |
| YTD | +11.0% | +15.2% | -4.2% | -0.3% |
| 1Y | -0.2% | +22.7% | -22.9% | -14.6% |
| 3Y | +23.8% | +75.8% | -52.0% | -19.6% |
| 5Y | +18.1% | +67.7% | -49.6% | -20.8% |
| 10Y | +94.6% | +229.0% | -134.4% | -13.8% |
| All | +377.8% | +356.8% | +21.0% | +68.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling