+405.9%
GE vs SYY
+12.2%
+393.7%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -3.1% |
| 7D | +5.1% | +1.3% | +3.8% | +4.6% |
| 30D | +7.6% | -3.5% | +11.1% | +8.6% |
| 3M | -9.3% | -9.3% | 0.0% | -6.2% |
| 6M | +11.5% | +5.9% | +5.6% | +7.8% |
| YTD | +7.9% | +6.5% | +1.4% | +3.0% |
| 1Y | +7.6% | +4.0% | +3.6% | +3.7% |
| 3Y | +265.9% | +23.0% | +242.9% | +212.6% |
| 5Y | +405.9% | +14.3% | +391.6% | +341.6% |
| All | +405.9% | +12.2% | +393.7% | +341.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling