+141.1%
BP vs SYY
+22.4%
+118.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.2% | -0.4% | +1.3% |
| 7D | +4.0% | -0.2% | +4.2% | +4.0% |
| 30D | +7.8% | -2.7% | +10.6% | +8.5% |
| 3M | +8.4% | +5.9% | +2.5% | +7.0% |
| 6M | +15.1% | -2.3% | +17.4% | +15.3% |
| YTD | +36.4% | +13.1% | +23.3% | +30.8% |
| 1Y | +40.9% | +3.8% | +37.1% | +38.2% |
| 3Y | +38.8% | +26.7% | +12.1% | +26.0% |
| 5Y | +141.1% | +19.4% | +121.7% | +117.4% |
| All | +141.1% | +22.4% | +118.7% | +117.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling