+14.3%
SYY vs BUD
+50.1%
-35.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +1.3% | -1.6% | +2.9% | +1.9% |
| 30D | -3.5% | +6.7% | -10.2% | -5.8% |
| 3M | -9.3% | +5.9% | -15.2% | -11.3% |
| 6M | +5.9% | +5.1% | +0.8% | +3.6% |
| YTD | +6.5% | +32.9% | -26.4% | -4.9% |
| 1Y | +4.0% | +31.8% | -27.8% | -6.9% |
| 3Y | +23.0% | +47.4% | -24.4% | +2.7% |
| 5Y | +14.3% | +50.8% | -36.5% | -10.6% |
| All | +14.3% | +50.1% | -35.8% | -10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling