+2,038.1%
SYY vs AEIS
+2,566.8%
-528.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.4% | -3.7% | -1.5% |
| 7D | -2.3% | +3.0% | -5.3% | -2.6% |
| 30D | -4.9% | -14.6% | +9.7% | -3.8% |
| 3M | +8.4% | -12.4% | +20.8% | +8.6% |
| 6M | -7.4% | -15.0% | +7.6% | -7.2% |
| YTD | +11.0% | +34.3% | -23.3% | +6.5% |
| 1Y | -0.2% | +87.4% | -87.6% | -7.4% |
| 3Y | +23.8% | +139.8% | -116.0% | +10.8% |
| 5Y | +18.1% | +220.7% | -202.6% | +2.3% |
| 10Y | +94.6% | +531.6% | -437.0% | +57.4% |
| All | +2,038.1% | +2,566.8% | -528.7% | +1,395.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling