+152.0%
GE vs SYY
+88.7%
+63.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.2% |
| 7D | +2.7% | +0.3% | +2.3% | +2.5% |
| 30D | +8.1% | -4.8% | +12.9% | +10.1% |
| 3M | -7.9% | -7.1% | -0.8% | -5.2% |
| 6M | +12.9% | +6.8% | +6.1% | +8.3% |
| YTD | +8.2% | +7.7% | +0.5% | +2.2% |
| 1Y | +9.7% | +5.7% | +4.0% | +4.4% |
| 3Y | +266.1% | +24.6% | +241.6% | +213.0% |
| 5Y | +407.4% | +15.6% | +391.7% | +347.0% |
| All | +152.0% | +88.7% | +63.2% | +78.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling