+23.3%
BA vs SYY
+88.7%
-65.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -0.8% |
| 7D | -1.1% | +0.3% | -1.4% | -1.4% |
| 30D | -7.1% | -4.8% | -2.3% | -4.7% |
| 3M | -25.5% | -7.1% | -18.5% | -22.6% |
| 6M | -28.7% | +6.8% | -35.5% | -33.2% |
| YTD | -21.0% | +7.7% | -28.7% | -28.5% |
| 1Y | -11.9% | +5.7% | -17.5% | -19.3% |
| 3Y | -16.2% | +24.6% | -40.7% | -35.6% |
| 5Y | -22.4% | +15.6% | -38.0% | -37.7% |
| All | +23.3% | +88.7% | -65.4% | -28.1% |
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