+9.3%
SYY vs AVAV
+18.1%
-8.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +10.5% | -8.3% | +1.7% |
| 7D | -7.3% | -10.6% | +3.3% | -7.0% |
| 30D | +0.1% | -18.8% | +18.9% | +0.8% |
| 3M | -8.2% | -34.1% | +25.9% | -6.9% |
| 6M | +6.3% | -35.3% | +41.6% | +7.4% |
| YTD | +7.3% | -53.4% | +60.7% | +9.8% |
| 1Y | +8.5% | -65.6% | +74.1% | +12.4% |
| 3Y | +24.9% | -5.1% | +30.0% | +17.2% |
| All | +9.3% | +18.1% | -8.9% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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