+289.9%
BNY vs SYY
+29.1%
+260.7%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | -1.3% | +3.9% | -5.3% | -2.0% |
| 30D | -0.2% | -1.7% | +1.6% | +0.1% |
| 3M | +14.9% | +5.2% | +9.8% | +13.6% |
| 6M | +40.0% | -0.2% | +40.2% | +39.5% |
| YTD | +42.0% | +15.4% | +26.6% | +35.1% |
| 1Y | +56.9% | +5.6% | +51.3% | +53.5% |
| 3Y | +289.9% | +28.9% | +261.0% | +242.5% |
| All | +289.9% | +29.1% | +260.7% | +242.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling