+1,102.9%
SYY vs BB
+258.8%
+844.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -2.3% | -5.6% | +3.3% | -2.0% |
| 30D | -4.9% | -11.8% | +6.9% | -4.4% |
| 3M | +8.4% | -25.5% | +33.9% | +9.6% |
| 6M | -7.4% | +121.3% | -128.6% | -12.3% |
| YTD | +11.0% | +103.2% | -92.2% | +5.5% |
| 1Y | -0.2% | +102.6% | -102.9% | -5.4% |
| 3Y | +23.8% | +37.5% | -13.7% | +17.6% |
| 5Y | +18.1% | -30.4% | +48.6% | +15.1% |
| 10Y | +94.6% | 0.0% | +94.6% | +75.4% |
| All | +1,102.9% | +258.8% | +844.0% | +1,015.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling