+310.6%
BE vs SYY
+5.4%
+305.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -4.1% |
| 7D | +9.7% | +1.5% | +8.2% | +9.5% |
| 30D | +22.4% | -2.3% | +24.7% | +22.9% |
| 3M | +10.4% | +5.5% | +4.9% | +7.7% |
| 6M | +67.9% | -1.0% | +68.8% | +64.3% |
| YTD | +197.5% | +14.1% | +183.4% | +189.1% |
| 1Y | +310.6% | +5.6% | +305.0% | +329.4% |
| All | +310.6% | +5.4% | +305.2% | +329.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling