+28.9%
SYY vs AU
+577.5%
-548.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.1% |
| 7D | +3.9% | -4.3% | +8.2% | +4.1% |
| 30D | -1.7% | +7.3% | -9.1% | -2.0% |
| 3M | +5.2% | +26.3% | -21.1% | +4.2% |
| 6M | -0.2% | +1.8% | -2.0% | -0.6% |
| YTD | +15.4% | +26.8% | -11.4% | +14.2% |
| 1Y | +5.6% | +66.7% | -61.1% | +3.6% |
| 3Y | +28.9% | +579.1% | -550.2% | +14.4% |
| All | +28.9% | +577.5% | -548.6% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 3y: compounded portfolio wealth divided by compounded AU 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…
3y analysis · Full analysis span regression · 6 months rolling