+248.7%
SYY vs AR
-27.2%
+275.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.2% |
| 7D | -2.3% | +2.5% | -4.8% | -2.5% |
| 30D | -4.9% | +14.8% | -19.7% | -6.1% |
| 3M | +8.4% | +6.2% | +2.2% | +7.6% |
| 6M | -7.4% | +4.3% | -11.6% | -8.0% |
| YTD | +11.0% | +14.4% | -3.4% | +9.1% |
| 1Y | -0.2% | +21.3% | -21.6% | -2.7% |
| 3Y | +23.8% | +39.8% | -16.0% | +16.9% |
| 5Y | +18.1% | +142.1% | -123.9% | +2.8% |
| 10Y | +94.6% | +52.0% | +42.5% | +35.7% |
| All | +248.7% | -27.2% | +275.9% | +148.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 all: compounded portfolio wealth divided by compounded AR 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…
all analysis · Full analysis span regression · 6 months rolling