+21.6%
SYY vs AEIS
+233.3%
-211.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.1% | +3.3% | +2.3% |
| 7D | -0.2% | +6.5% | -6.7% | -0.9% |
| 30D | -2.7% | -9.2% | +6.4% | -1.9% |
| 3M | +5.9% | -8.3% | +14.2% | +5.4% |
| 6M | -2.3% | -6.3% | +4.0% | -3.7% |
| YTD | +13.1% | +36.5% | -23.4% | +5.2% |
| 1Y | +3.8% | +84.8% | -81.0% | -8.7% |
| 3Y | +26.7% | +176.6% | -149.9% | -0.2% |
| All | +21.6% | +233.3% | -211.7% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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