+26.3%
SYY vs BWA
+67.1%
-40.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.7% | +2.4% |
| 7D | -0.2% | +0.1% | -0.4% | -0.3% |
| 30D | -2.7% | -5.6% | +2.8% | -1.9% |
| 3M | +5.9% | -10.7% | +16.6% | +7.6% |
| 6M | -2.3% | +23.2% | -25.5% | -7.0% |
| YTD | +13.1% | +46.0% | -32.9% | +3.2% |
| 1Y | +3.8% | +51.2% | -47.4% | -6.2% |
| All | +26.3% | +67.1% | -40.8% | +9.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling