+142.4%
GILD vs SYY
+23.4%
+119.0%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.8% | -1.0% |
| 7D | -4.8% | +3.9% | -8.8% | -5.8% |
| 30D | +5.8% | -1.7% | +7.5% | +6.2% |
| 3M | +14.9% | +5.2% | +9.8% | +13.3% |
| 6M | -0.4% | -0.2% | -0.2% | -0.9% |
| YTD | +18.5% | +15.4% | +3.2% | +12.7% |
| 1Y | +25.1% | +5.6% | +19.5% | +22.1% |
| 3Y | +105.9% | +28.9% | +77.0% | +88.1% |
| All | +142.4% | +23.4% | +119.0% | +127.7% |
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