+911.5%
BE vs SYY
+40.5%
+871.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.3% | +8.6% | +8.2% |
| 7D | +20.0% | -2.3% | +22.3% | +21.7% |
| 30D | +7.9% | -4.9% | +12.9% | +11.4% |
| 3M | -13.2% | +8.4% | -21.6% | -19.4% |
| 6M | +53.5% | -7.4% | +60.8% | +58.2% |
| YTD | +191.0% | +11.0% | +180.0% | +164.1% |
| 1Y | +360.5% | -0.2% | +360.7% | +344.7% |
| 3Y | +1,568.0% | +23.8% | +1,544.2% | +1,238.5% |
| 5Y | +1,055.2% | +18.1% | +1,037.0% | +861.8% |
| All | +911.5% | +40.5% | +871.0% | +381.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling