+1,218.2%
BE vs SYY
+20.0%
+1,198.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -4.5% |
| 7D | +9.7% | +1.5% | +8.2% | +8.7% |
| 30D | +22.4% | -2.3% | +24.7% | +23.7% |
| 3M | +10.4% | +5.5% | +4.9% | +5.5% |
| 6M | +67.9% | -1.0% | +68.8% | +65.7% |
| YTD | +197.5% | +14.1% | +183.4% | +168.5% |
| 1Y | +310.6% | +5.6% | +305.0% | +285.9% |
| 3Y | +1,657.2% | +27.9% | +1,629.4% | +1,275.1% |
| 5Y | +1,218.2% | +22.7% | +1,195.4% | +972.7% |
| All | +1,218.2% | +20.0% | +1,198.2% | +972.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling