+4,255.7%
SYY vs BEN
+4,901.8%
-646.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.2% |
| 7D | -2.8% | +4.7% | -7.4% | -4.0% |
| 30D | -5.3% | +2.6% | -7.9% | -6.0% |
| 3M | +5.1% | +11.5% | -6.4% | +1.7% |
| 6M | -5.0% | +35.3% | -40.3% | -13.2% |
| YTD | +10.7% | +48.6% | -37.9% | -1.6% |
| 1Y | +0.7% | +46.7% | -46.0% | -10.5% |
| 3Y | +24.0% | +57.0% | -33.0% | +5.8% |
| 5Y | +19.3% | +41.8% | -22.5% | +2.6% |
| 10Y | +96.4% | +55.2% | +41.2% | +59.0% |
| All | +4,255.7% | +4,901.8% | -646.1% | +1,164.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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