+12,882.1%
BLK vs SYY
+829.2%
+12,052.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.1% |
| 7D | -3.3% | +3.9% | -7.3% | -5.0% |
| 30D | -6.5% | -1.7% | -4.8% | -5.9% |
| 3M | +6.7% | +5.2% | +1.6% | +4.1% |
| 6M | +14.7% | -0.2% | +14.9% | +13.3% |
| YTD | +2.5% | +15.4% | -12.8% | -5.7% |
| 1Y | -2.8% | +5.6% | -8.4% | -7.1% |
| 3Y | +65.9% | +28.9% | +37.0% | +43.5% |
| 5Y | +33.0% | +24.1% | +8.9% | +16.2% |
| 10Y | +281.2% | +116.2% | +165.0% | +136.3% |
| All | +12,882.1% | +829.2% | +12,052.9% | +4,877.0% |
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