+112.0%
SYY vs ALB
+80.1%
+31.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.8% | +5.0% | +2.6% |
| 7D | -0.2% | -8.6% | +8.4% | +1.1% |
| 30D | -2.7% | -4.0% | +1.3% | -2.3% |
| 3M | +5.9% | -17.4% | +23.3% | +8.5% |
| 6M | -2.3% | -25.4% | +23.0% | +0.8% |
| YTD | +13.1% | -10.5% | +23.6% | +12.4% |
| 1Y | +3.8% | +75.8% | -72.1% | -9.4% |
| 3Y | +26.7% | -28.5% | +55.2% | +24.7% |
| 5Y | +19.4% | -45.1% | +64.5% | +18.2% |
| 10Y | +112.0% | +87.3% | +24.7% | +31.2% |
| All | +112.0% | +80.1% | +31.9% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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