+1,307.3%
SYY vs AU
+789.2%
+518.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.5% | +2.1% |
| 7D | -0.2% | +0.6% | -0.9% | -0.3% |
| 30D | -2.7% | +12.3% | -15.0% | -3.1% |
| 3M | +5.9% | +29.4% | -23.5% | +4.9% |
| 6M | -2.3% | +3.2% | -5.5% | -2.7% |
| YTD | +13.1% | +31.8% | -18.7% | +11.7% |
| 1Y | +3.8% | +83.4% | -79.7% | +1.2% |
| 3Y | +26.7% | +623.1% | -596.4% | +17.5% |
| 5Y | +19.4% | +700.5% | -681.1% | +9.6% |
| 10Y | +112.0% | +717.6% | -605.6% | +92.1% |
| All | +1,307.3% | +789.2% | +518.1% | +1,109.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling