+113.8%
SYY vs BRKR
+155.3%
-41.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | +3.9% | -8.7% | +12.6% | +5.9% |
| 30D | -1.7% | -9.9% | +8.1% | +0.2% |
| 3M | +5.2% | -3.1% | +8.3% | +4.3% |
| 6M | -0.2% | +45.5% | -45.7% | -10.9% |
| YTD | +15.4% | +13.7% | +1.7% | +8.3% |
| 1Y | +5.6% | +67.4% | -61.8% | -11.0% |
| 3Y | +28.9% | -13.2% | +42.1% | +21.9% |
| 5Y | +24.1% | -39.5% | +63.5% | +28.5% |
| All | +113.8% | +155.3% | -41.5% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 10y: compounded portfolio wealth divided by compounded BRKR 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…
10y analysis · Full analysis span regression · 6 months rolling