+2,261.8%
SYY vs ALB
+2,138.3%
+123.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.1% |
| 7D | 0.0% | +1.1% | -1.1% | -0.2% |
| 30D | -2.2% | -2.6% | +0.3% | -1.9% |
| 3M | -8.0% | -25.6% | +17.5% | -3.5% |
| 6M | +7.5% | -54.0% | +61.5% | +22.0% |
| YTD | +7.4% | -31.6% | +39.0% | +11.8% |
| 1Y | +4.9% | -6.6% | +11.4% | +2.6% |
| 3Y | +24.1% | -14.0% | +38.1% | +14.6% |
| 5Y | +13.4% | -62.5% | +75.9% | +18.9% |
| 10Y | +87.5% | +36.3% | +51.2% | +40.1% |
| All | +2,261.8% | +2,138.3% | +123.5% | +900.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling