+96.4%
SYY vs MLM
+204.6%
-108.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | 0.0% |
| 7D | -2.8% | +1.4% | -4.2% | -3.4% |
| 30D | -5.3% | -6.5% | +1.2% | -2.4% |
| 3M | +5.1% | -7.4% | +12.5% | +7.9% |
| 6M | -5.0% | -15.8% | +10.8% | +1.6% |
| YTD | +10.7% | -17.4% | +28.1% | +18.7% |
| 1Y | +0.7% | -17.9% | +18.6% | +8.0% |
| 3Y | +24.0% | +18.9% | +5.2% | +6.9% |
| 5Y | +19.3% | +43.4% | -24.2% | -10.5% |
| 10Y | +96.4% | +206.2% | -109.8% | -7.7% |
| All | +96.4% | +204.6% | -108.1% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MLM 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling