+39.3%
GEHC vs SYY
+8.6%
+30.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.1% |
| 7D | +0.8% | +0.3% | +0.5% | +0.7% |
| 30D | +21.3% | -4.8% | +26.1% | +22.8% |
| 3M | +12.6% | -7.1% | +19.6% | +14.7% |
| 6M | +34.3% | +6.8% | +27.5% | +30.5% |
| YTD | +1.4% | +7.7% | -6.2% | -3.4% |
| 1Y | +12.5% | +5.7% | +6.8% | +7.8% |
| 3Y | +19.2% | +24.6% | -5.3% | +5.7% |
| All | +39.3% | +8.6% | +30.7% | +28.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling