+4,350.1%
SYY vs BDX
+5,237.1%
-887.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +1.9% |
| 7D | -0.2% | -3.6% | +3.3% | +0.7% |
| 30D | -2.7% | +0.7% | -3.4% | -2.9% |
| 3M | +5.9% | +19.0% | -13.1% | +1.1% |
| 6M | -2.3% | +10.8% | -13.1% | -5.2% |
| YTD | +13.1% | +20.1% | -7.0% | +7.4% |
| 1Y | +3.8% | +23.1% | -19.3% | -2.2% |
| 3Y | +26.7% | -8.8% | +35.6% | +27.3% |
| 5Y | +19.4% | -1.4% | +20.8% | +17.0% |
| 10Y | +112.0% | +60.5% | +51.5% | +79.7% |
| All | +4,350.1% | +5,237.1% | -887.0% | +1,244.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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