+86.7%
SYY vs AMC
-98.8%
+185.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.8% | +1.2% |
| 7D | +0.3% | +3.5% | -3.2% | +0.2% |
| 30D | -4.8% | +12.5% | -17.2% | -5.1% |
| 3M | -7.1% | +23.6% | -30.6% | -7.7% |
| 6M | +6.8% | +144.4% | -137.6% | +3.3% |
| YTD | +7.7% | +108.3% | -100.7% | +4.4% |
| 1Y | +5.7% | +38.9% | -33.2% | +3.6% |
| 3Y | +24.6% | -58.9% | +83.4% | +24.2% |
| 5Y | +15.6% | -99.2% | +114.8% | +24.6% |
| All | +86.7% | -98.8% | +185.5% | +37.8% |
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