+20.0%
GE vs SYY
+1.0%
+19.1%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.4% |
| 7D | -1.6% | -2.3% | +0.7% | -1.1% |
| 30D | -11.6% | -4.9% | -6.6% | -10.6% |
| 3M | +3.0% | +8.4% | -5.4% | +0.8% |
| 6M | -0.5% | -7.4% | +6.8% | -1.0% |
| YTD | +9.7% | +11.0% | -1.2% | +9.9% |
| 1Y | +20.0% | -0.2% | +20.3% | +21.0% |
| All | +20.0% | +1.0% | +19.1% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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