+15.3%
SYY vs AMBA
-69.7%
+85.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.7% | +1.2% |
| 7D | +0.3% | +2.7% | -2.4% | +0.1% |
| 30D | -4.8% | -2.2% | -2.6% | -4.8% |
| 3M | -7.1% | -26.6% | +19.6% | -5.6% |
| 6M | +6.8% | -26.8% | +33.6% | +7.5% |
| YTD | +7.7% | -15.1% | +22.8% | +6.5% |
| 1Y | +5.7% | -32.3% | +37.9% | +6.1% |
| 3Y | +24.6% | +19.8% | +4.7% | +14.3% |
| All | +15.3% | -69.7% | +85.0% | +12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling