-1.7%
GEHC vs SYY
+26.6%
-28.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.2% | -4.6% | -3.1% |
| 7D | -7.6% | -0.2% | -7.4% | -7.6% |
| 30D | -10.7% | -2.7% | -7.9% | -9.8% |
| 3M | -1.2% | +5.9% | -7.1% | -3.2% |
| 6M | -13.7% | -2.3% | -11.4% | -13.6% |
| YTD | -20.4% | +13.1% | -33.5% | -25.2% |
| 1Y | -17.0% | +3.8% | -20.8% | -19.0% |
| All | -1.7% | +26.6% | -28.3% | -14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling