+6.0%
SYY vs AMDL
+117.8%
-111.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +11.7% | -11.9% | -0.3% |
| 7D | -2.8% | +19.9% | -22.7% | -2.9% |
| 30D | -5.3% | +6.3% | -11.5% | -5.3% |
| 3M | +5.1% | -9.9% | +15.0% | +4.9% |
| 6M | -5.0% | +394.3% | -399.3% | -7.7% |
| YTD | +10.7% | +257.3% | -246.6% | +7.7% |
| 1Y | +0.7% | +508.5% | -507.9% | -3.5% |
| All | +6.0% | +117.8% | -111.8% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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