+5.6%
SYY vs BTDR
-13.8%
+19.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.7% | -2.6% | +1.1% |
| 7D | +3.9% | -3.4% | +7.3% | +4.0% |
| 30D | -1.7% | +32.6% | -34.3% | -2.1% |
| 3M | +5.2% | -32.2% | +37.4% | +6.0% |
| 6M | -0.2% | +52.4% | -52.6% | -2.1% |
| YTD | +15.4% | +6.7% | +8.7% | +13.9% |
| 1Y | +5.6% | -15.2% | +20.8% | +5.4% |
| All | +5.6% | -13.8% | +19.4% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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