+7,924.2%
BNY vs SYY
+4,638.5%
+3,285.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.5% |
| 7D | -1.3% | +3.9% | -5.3% | -3.1% |
| 30D | -0.2% | -1.7% | +1.6% | +0.6% |
| 3M | +14.9% | +5.2% | +9.8% | +11.9% |
| 6M | +40.0% | -0.2% | +40.2% | +38.0% |
| YTD | +42.0% | +15.4% | +26.6% | +29.9% |
| 1Y | +56.9% | +5.6% | +51.3% | +49.2% |
| 3Y | +289.9% | +28.9% | +261.0% | +232.7% |
| 5Y | +259.2% | +24.1% | +235.1% | +207.9% |
| 10Y | +413.3% | +116.2% | +297.0% | +207.6% |
| All | +7,924.2% | +4,638.5% | +3,285.7% | +1,305.7% |
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