+87.4%
SYY vs AMC
-98.6%
+186.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.3% | -6.3% | +1.7% |
| 7D | -4.1% | +6.6% | -10.7% | -4.3% |
| 30D | +0.3% | +14.1% | -13.8% | -0.1% |
| 3M | -6.3% | +31.3% | -37.6% | -7.2% |
| 6M | +9.7% | +126.7% | -117.0% | +6.4% |
| YTD | +9.4% | +117.9% | -108.5% | +6.0% |
| 1Y | +7.3% | +41.1% | -33.8% | +5.2% |
| 3Y | +27.6% | -61.0% | +88.6% | +27.5% |
| 5Y | +12.5% | -99.1% | +111.7% | +21.1% |
| 10Y | +87.4% | -98.7% | +186.1% | +37.7% |
| All | +87.4% | -98.6% | +186.0% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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