+1,480.5%
BA vs SYY
+4,312.6%
-2,832.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.1% |
| 7D | -1.4% | 0.0% | -1.4% | -1.4% |
| 30D | -7.9% | -2.2% | -5.7% | -7.3% |
| 3M | -25.2% | -8.0% | -17.1% | -22.6% |
| 6M | -26.7% | +7.5% | -34.2% | -30.1% |
| YTD | -19.6% | +7.4% | -27.0% | -24.5% |
| 1Y | -10.6% | +4.9% | -15.5% | -15.2% |
| 3Y | -11.2% | +24.1% | -35.3% | -24.6% |
| 5Y | -20.4% | +13.4% | -33.8% | -29.2% |
| 10Y | +26.8% | +87.5% | -60.8% | -9.6% |
| All | +1,480.5% | +4,312.6% | -2,832.2% | +226.5% |
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