+28.1%
BA vs SYY
+92.1%
-63.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.6% | -2.0% |
| 7D | -1.7% | -4.1% | +2.4% | +0.6% |
| 30D | -9.5% | +0.3% | -9.8% | -10.4% |
| 3M | -26.5% | -6.3% | -20.1% | -23.9% |
| 6M | -27.4% | +9.7% | -37.1% | -33.2% |
| YTD | -20.6% | +9.4% | -30.1% | -28.9% |
| 1Y | -11.4% | +7.3% | -18.7% | -19.7% |
| 3Y | -10.8% | +27.6% | -38.5% | -32.7% |
| 5Y | -21.9% | +12.5% | -34.5% | -35.8% |
| 10Y | +28.1% | +87.4% | -59.3% | -25.3% |
| All | +28.1% | +92.1% | -63.9% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 10y: compounded portfolio wealth divided by compounded SYY 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…
10y analysis · Full analysis span regression · 6 months rolling