+111.5%
SYY vs BUD
-22.8%
+134.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.1% |
| 7D | +1.5% | -3.2% | +4.7% | +3.1% |
| 30D | -2.3% | -3.7% | +1.4% | -0.6% |
| 3M | +5.5% | -4.4% | +9.9% | +7.5% |
| 6M | -1.0% | +7.7% | -8.7% | -5.6% |
| YTD | +14.1% | +23.1% | -8.9% | +1.7% |
| 1Y | +5.6% | +33.6% | -28.1% | -10.0% |
| 3Y | +27.9% | +44.7% | -16.8% | +1.1% |
| 5Y | +22.7% | +44.9% | -22.2% | -6.0% |
| All | +111.5% | -22.8% | +134.4% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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