+75.8%
BND vs SYY
+328.6%
-252.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.2% |
| 7D | -0.1% | -0.2% | +0.1% | -0.1% |
| 30D | -0.2% | -2.7% | +2.5% | -0.2% |
| 3M | -0.7% | +5.9% | -6.6% | -0.7% |
| 6M | -1.7% | -2.3% | +0.7% | -1.7% |
| YTD | -0.5% | +13.1% | -13.6% | -0.7% |
| 1Y | +0.4% | +3.8% | -3.4% | +0.3% |
| 3Y | +13.1% | +26.7% | -13.6% | +12.8% |
| 5Y | -2.1% | +19.4% | -21.5% | -2.4% |
| 10Y | +15.7% | +112.0% | -96.3% | +15.0% |
| All | +75.8% | +328.6% | -252.8% | +77.0% |
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