+1,470.1%
BA vs SYY
+4,308.0%
-2,837.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.6% | -0.5% |
| 7D | +1.1% | -7.3% | +8.4% | +4.6% |
| 30D | -7.9% | +0.1% | -8.0% | -8.4% |
| 3M | -25.3% | -8.2% | -17.1% | -22.6% |
| 6M | -24.6% | +6.3% | -30.8% | -27.7% |
| YTD | -20.1% | +7.3% | -27.5% | -25.0% |
| 1Y | -11.8% | +8.5% | -20.2% | -17.7% |
| 3Y | -10.1% | +24.9% | -35.1% | -23.9% |
| 5Y | -22.7% | +8.0% | -30.8% | -29.5% |
| 10Y | +35.1% | +107.2% | -72.1% | -7.5% |
| All | +1,470.1% | +4,308.0% | -2,837.9% | +224.6% |
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