-28.1%
BE vs SYY
+6.4%
-34.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -4.3% |
| 7D | +20.5% | +1.3% | +19.2% | +21.8% |
| 30D | -23.4% | -3.5% | -19.8% | -24.3% |
| 3M | -14.9% | -9.3% | -5.5% | -22.3% |
| 6M | -28.1% | +5.9% | -34.0% | -26.6% |
| All | -28.1% | +6.4% | -34.4% | -26.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling