+86.7%
SYY vs BB
+21.8%
+64.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.4% |
| 7D | +0.3% | +1.8% | -1.5% | +0.1% |
| 30D | -4.8% | +8.1% | -12.9% | -5.7% |
| 3M | -7.1% | -1.0% | -6.1% | -7.5% |
| 6M | +6.8% | +45.9% | -39.1% | +1.0% |
| YTD | +7.7% | +134.8% | -127.2% | -3.6% |
| 1Y | +5.7% | +104.6% | -98.9% | -4.2% |
| 3Y | +24.6% | +152.8% | -128.3% | +5.7% |
| 5Y | +15.6% | -17.4% | +33.1% | +9.7% |
| All | +86.7% | +21.8% | +64.9% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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