+26.6%
BA vs SYY
+86.7%
-60.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.5% | +1.2% |
| 7D | 0.0% | +4.7% | -4.7% | -3.2% |
| 30D | -8.9% | -0.7% | -8.3% | -9.3% |
| 3M | -25.5% | -6.8% | -18.7% | -22.7% |
| 6M | -27.0% | +8.6% | -35.6% | -32.4% |
| YTD | -20.1% | +8.4% | -28.5% | -28.0% |
| 1Y | -11.0% | +7.1% | -18.1% | -19.3% |
| 3Y | -11.8% | +25.2% | -37.0% | -32.5% |
| 5Y | -20.6% | +13.0% | -33.6% | -35.0% |
| 10Y | +26.6% | +88.9% | -62.3% | -26.8% |
| All | +26.6% | +86.7% | -60.1% | -26.8% |
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