+7.7%
GEHC vs SYY
+15.1%
-7.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.7% |
| 7D | -7.9% | +1.5% | -9.4% | -8.3% |
| 30D | -11.7% | -2.3% | -9.4% | -11.0% |
| 3M | +0.8% | +5.5% | -4.7% | -1.1% |
| 6M | -11.6% | -1.0% | -10.6% | -11.9% |
| YTD | -21.6% | +14.1% | -35.7% | -26.4% |
| 1Y | -15.3% | +5.6% | -20.9% | -17.9% |
| 3Y | -0.5% | +27.9% | -28.4% | -12.1% |
| All | +7.7% | +15.1% | -7.4% | -1.7% |
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