+84.6%
SYY vs AG
+80.4%
+4.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.3% | +4.4% | -0.6% |
| 7D | +1.3% | -6.0% | +7.4% | +1.7% |
| 30D | -3.5% | -14.3% | +10.8% | -2.8% |
| 3M | -9.3% | -26.9% | +17.6% | -8.0% |
| 6M | +5.9% | -42.1% | +48.0% | +8.6% |
| YTD | +6.5% | -15.9% | +22.3% | +6.2% |
| 1Y | +4.0% | +11.5% | -7.5% | +1.9% |
| 3Y | +23.0% | +208.0% | -185.0% | +10.1% |
| 5Y | +14.3% | +2.4% | +11.9% | +7.7% |
| All | +84.6% | +80.4% | +4.2% | +68.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling