+87.4%
SYY vs AMBA
+12.8%
+74.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.3% | -3.3% | +1.4% |
| 7D | -4.1% | 0.0% | -4.1% | -4.2% |
| 30D | +0.3% | -8.6% | +8.9% | +1.1% |
| 3M | -6.3% | -29.0% | +22.6% | -3.3% |
| 6M | +9.7% | -19.2% | +28.9% | +9.6% |
| YTD | +9.4% | -13.0% | +22.4% | +7.6% |
| 1Y | +7.3% | -31.3% | +38.5% | +8.0% |
| 3Y | +27.6% | +28.1% | -0.5% | +12.1% |
| 5Y | +12.5% | -69.4% | +82.0% | +15.7% |
| 10Y | +87.4% | +7.6% | +79.8% | +35.8% |
| All | +87.4% | +12.8% | +74.6% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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