+1,803.2%
BE vs SYY
+23.1%
+1,780.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.5% |
| 7D | +20.5% | +1.3% | +19.2% | +20.4% |
| 30D | -23.4% | -3.5% | -19.8% | -23.2% |
| 3M | -14.9% | -9.3% | -5.5% | -13.8% |
| 6M | -28.1% | +5.9% | -34.0% | -30.8% |
| YTD | +132.4% | +6.5% | +125.9% | +124.5% |
| 1Y | +59.4% | +4.0% | +55.3% | +54.2% |
| All | +1,803.2% | +23.1% | +1,780.1% | +1,160.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling