+5.9%
SYY vs AG
-39.1%
+45.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.3% | +4.4% | -0.8% |
| 7D | +1.3% | -6.0% | +7.4% | +1.4% |
| 30D | -3.5% | -14.3% | +10.8% | -3.8% |
| 3M | -9.3% | -26.9% | +17.6% | -9.8% |
| 6M | +5.9% | -42.1% | +48.0% | +3.0% |
| All | +5.9% | -39.1% | +45.0% | +3.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling