+1,414.8%
BP vs SYY
+4,321.8%
-2,907.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.5% |
| 7D | +3.8% | +0.3% | +3.5% | +3.7% |
| 30D | -5.3% | -4.8% | -0.5% | -4.2% |
| 3M | +9.3% | -7.1% | +16.3% | +11.3% |
| 6M | +7.2% | +6.8% | +0.4% | +4.3% |
| YTD | +38.0% | +7.7% | +30.4% | +32.3% |
| 1Y | +33.2% | +5.7% | +27.5% | +28.3% |
| 3Y | +50.3% | +24.6% | +25.7% | +35.5% |
| 5Y | +114.1% | +15.6% | +98.5% | +95.2% |
| 10Y | +140.7% | +87.9% | +52.8% | +83.5% |
| All | +1,414.8% | +4,321.8% | -2,907.0% | +653.2% |
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