+140.1%
BP vs SYY
+86.6%
+53.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.6% |
| 7D | +2.5% | +1.3% | +1.2% | +1.9% |
| 30D | -5.6% | -3.5% | -2.1% | -4.7% |
| 3M | +8.0% | -9.3% | +17.4% | +11.8% |
| 6M | +5.7% | +5.9% | -0.2% | +2.1% |
| YTD | +36.8% | +6.5% | +30.4% | +29.4% |
| 1Y | +30.7% | +4.0% | +26.7% | +24.8% |
| 3Y | +51.6% | +23.0% | +28.6% | +31.1% |
| 5Y | +112.2% | +14.3% | +97.9% | +85.2% |
| All | +140.1% | +86.6% | +53.5% | +73.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling