+24.3%
SYY vs BAH
-26.8%
+51.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | 0.0% | -1.6% | +1.6% | +0.1% |
| 30D | -2.2% | +18.0% | -20.2% | -3.3% |
| 3M | -8.0% | +11.4% | -19.5% | -8.8% |
| 6M | +7.5% | +17.7% | -10.2% | +5.8% |
| YTD | +7.4% | +5.4% | +2.1% | +6.0% |
| 1Y | +4.9% | +2.8% | +2.1% | +3.6% |
| All | +24.3% | -26.8% | +51.0% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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