+96.4%
SYY vs AMC
-98.9%
+195.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | -0.2% |
| 7D | -2.8% | -0.8% | -2.0% | -2.8% |
| 30D | -5.3% | -1.2% | -4.1% | -5.3% |
| 3M | +5.1% | +42.2% | -37.1% | +3.6% |
| 6M | -5.0% | +118.8% | -123.8% | -7.8% |
| YTD | +10.7% | +64.1% | -53.4% | +8.2% |
| 1Y | +0.7% | -9.5% | +10.2% | 0.0% |
| 3Y | +24.0% | -64.3% | +88.4% | +24.0% |
| 5Y | +19.3% | -99.5% | +118.7% | +30.2% |
| 10Y | +96.4% | -98.9% | +195.3% | +46.8% |
| All | +96.4% | -98.9% | +195.3% | +46.8% |
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