+16.9%
SYY vs AG
+65.9%
-49.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | -0.2% |
| 7D | -2.8% | +4.5% | -7.2% | -3.0% |
| 30D | -5.3% | +12.9% | -18.1% | -6.0% |
| 3M | +5.1% | +20.9% | -15.9% | +3.8% |
| 6M | -5.0% | -19.5% | +14.5% | -4.4% |
| YTD | +10.7% | +24.8% | -14.1% | +8.4% |
| 1Y | +0.7% | +120.2% | -119.6% | -5.2% |
| 3Y | +24.0% | +279.0% | -255.0% | +8.9% |
| All | +16.9% | +65.9% | -49.0% | +8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling