+4,136.2%
SYY vs BN
+15,531.3%
-11,395.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.6% |
| 7D | +0.3% | -1.0% | +1.3% | +0.6% |
| 30D | -4.8% | +14.0% | -18.7% | -8.4% |
| 3M | -7.1% | -9.0% | +1.9% | -4.6% |
| 6M | +6.8% | -8.8% | +15.6% | +9.1% |
| YTD | +7.7% | -10.3% | +17.9% | +10.0% |
| 1Y | +5.7% | -5.8% | +11.5% | +6.3% |
| 3Y | +24.6% | +94.8% | -70.2% | -2.0% |
| 5Y | +15.6% | +31.5% | -15.8% | +0.6% |
| 10Y | +87.9% | +291.9% | -204.0% | +23.7% |
| All | +4,136.2% | +15,531.3% | -11,395.1% | +1,274.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling