+292.5%
SYY vs BLDR
+374.7%
-82.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +1.0% |
| 7D | +0.3% | -3.0% | +3.3% | +0.7% |
| 30D | -4.8% | +20.1% | -24.9% | -7.1% |
| 3M | -7.1% | -17.5% | +10.4% | -5.1% |
| 6M | +6.8% | -16.1% | +22.9% | +8.2% |
| YTD | +7.7% | -41.0% | +48.7% | +13.5% |
| 1Y | +5.7% | -41.6% | +47.3% | +11.4% |
| 3Y | +24.6% | -50.8% | +75.4% | +31.2% |
| 5Y | +15.6% | -10.8% | +26.4% | +10.8% |
| 10Y | +87.9% | +486.3% | -398.4% | +43.1% |
| All | +292.5% | +374.7% | -82.2% | +144.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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