-0.2%
SYY vs AG
+125.2%
-125.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.7% | -1.2% |
| 7D | -2.3% | +1.0% | -3.3% | -2.3% |
| 30D | -4.9% | +19.2% | -24.1% | -5.4% |
| 3M | +8.4% | +6.2% | +2.2% | +8.2% |
| 6M | -7.4% | -26.7% | +19.3% | -7.3% |
| YTD | +11.0% | +26.1% | -15.1% | +12.1% |
| 1Y | -0.2% | +131.7% | -131.9% | +4.2% |
| All | -0.2% | +125.2% | -125.4% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling