+1,821.9%
BA vs SYY
+4,458.5%
-2,636.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +1.5% |
| 7D | +1.2% | -2.3% | +3.5% | +2.3% |
| 30D | -11.6% | -4.9% | -6.7% | -9.4% |
| 3M | -2.4% | +8.4% | -10.8% | -6.5% |
| 6M | -6.6% | -7.4% | +0.7% | -4.1% |
| YTD | -2.2% | +11.0% | -13.2% | -9.0% |
| 1Y | -8.0% | -0.2% | -7.8% | -10.0% |
| 3Y | -5.0% | +23.8% | -28.8% | -18.7% |
| 5Y | -2.7% | +18.1% | -20.8% | -14.5% |
| 10Y | +75.9% | +94.6% | -18.7% | +23.9% |
| All | +1,821.9% | +4,458.5% | -2,636.6% | +293.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling