+15.7%
GEHC vs SYY
+8.7%
+7.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.8% | +2.6% | +5.9% |
| 7D | +13.2% | -6.3% | +19.5% | +13.8% |
| 30D | +30.6% | +0.7% | +29.9% | +30.0% |
| 3M | +22.2% | -6.4% | +28.6% | +22.9% |
| 6M | +40.8% | +7.6% | +33.2% | +39.1% |
| YTD | +4.8% | +7.4% | -2.6% | +5.3% |
| 1Y | +15.7% | +8.3% | +7.4% | +16.8% |
| All | +15.7% | +8.7% | +7.0% | +16.8% |
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