+32,991.5%
GILD vs SYY
+3,205.3%
+29,786.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.8% | -1.1% |
| 7D | -4.8% | +3.9% | -8.8% | -5.8% |
| 30D | +5.8% | -1.7% | +7.5% | +6.3% |
| 3M | +14.9% | +5.2% | +9.8% | +13.2% |
| 6M | -0.4% | -0.2% | -0.2% | -1.0% |
| YTD | +18.5% | +15.4% | +3.2% | +12.8% |
| 1Y | +25.1% | +5.6% | +19.5% | +21.9% |
| 3Y | +105.9% | +28.9% | +77.0% | +88.6% |
| 5Y | +143.0% | +24.1% | +118.9% | +122.2% |
| 10Y | +162.4% | +116.2% | +46.1% | +84.4% |
| All | +32,991.5% | +3,205.3% | +29,786.2% | +10,366.2% |
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