+1,683.3%
BE vs SYY
+26.6%
+1,656.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.2% | -5.0% | -3.4% |
| 7D | +23.9% | -0.2% | +24.2% | +23.9% |
| 30D | +27.8% | -2.7% | +30.6% | +28.7% |
| 3M | +3.7% | +5.9% | -2.2% | +0.8% |
| 6M | +78.0% | -2.3% | +80.3% | +76.6% |
| YTD | +209.9% | +13.1% | +196.8% | +194.2% |
| 1Y | +389.6% | +3.8% | +385.8% | +376.7% |
| All | +1,683.3% | +26.6% | +1,656.7% | +1,184.4% |
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 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