+5.7%
SYY vs BN
-11.7%
+17.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.4% |
| 7D | +0.3% | -1.0% | +1.3% | +0.5% |
| 30D | -4.8% | +14.0% | -18.7% | -6.2% |
| 3M | -7.1% | -9.0% | +1.9% | -6.0% |
| 6M | +6.8% | -8.8% | +15.6% | +7.9% |
| YTD | +7.7% | -10.3% | +17.9% | +8.3% |
| 1Y | +5.7% | -5.8% | +11.5% | +5.7% |
| All | +5.7% | -11.7% | +17.3% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 1y: compounded portfolio wealth divided by compounded BN 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…
1y analysis · Full analysis span regression · 6 months rolling