+5.7%
SYY vs AS
-3.7%
+9.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +2.0% | +1.2% |
| 7D | +0.3% | -4.9% | +5.2% | +0.9% |
| 30D | -4.8% | +3.9% | -8.7% | -5.1% |
| 3M | -7.1% | -9.6% | +2.5% | -6.2% |
| 6M | +6.8% | -8.7% | +15.5% | +7.1% |
| YTD | +7.7% | -19.8% | +27.5% | +8.1% |
| 1Y | +5.7% | -1.5% | +7.2% | +6.6% |
| All | +5.7% | -3.7% | +9.4% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling