+147.5%
GE vs SYY
+116.5%
+31.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.2% | -0.7% |
| 7D | -4.0% | +3.9% | -7.9% | -5.8% |
| 30D | -11.4% | -1.7% | -9.7% | -10.8% |
| 3M | -2.6% | +5.2% | -7.8% | -5.2% |
| 6M | -0.3% | -0.2% | -0.1% | -1.3% |
| YTD | +5.4% | +15.4% | -10.0% | -3.1% |
| 1Y | +15.5% | +5.6% | +9.9% | +10.6% |
| 3Y | +260.8% | +28.9% | +231.9% | +205.7% |
| 5Y | +421.6% | +24.1% | +397.6% | +347.3% |
| All | +147.5% | +116.5% | +31.0% | +66.5% |
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