+86.7%
SYY vs BWA
+94.2%
-7.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.2% |
| 7D | +0.3% | +4.3% | -3.9% | -1.2% |
| 30D | -4.8% | -13.0% | +8.2% | -0.1% |
| 3M | -7.1% | -24.8% | +17.8% | +2.4% |
| 6M | +6.8% | -23.5% | +30.3% | +15.4% |
| YTD | +7.7% | +13.8% | -6.2% | -2.5% |
| 1Y | +5.7% | +13.4% | -7.8% | -4.4% |
| 3Y | +24.6% | +62.8% | -38.2% | -6.7% |
| 5Y | +15.6% | +28.5% | -12.8% | -7.7% |
| All | +86.7% | +94.2% | -7.6% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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