+0.9%
SYY vs GD
+13.4%
-12.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | -0.7% |
| 7D | -2.3% | -5.3% | +2.9% | -0.5% |
| 30D | -4.9% | -6.4% | +1.5% | -2.9% |
| 3M | +8.4% | +5.7% | +2.7% | +5.8% |
| 6M | -7.4% | -0.9% | -6.4% | -6.9% |
| YTD | +11.0% | +8.2% | +2.8% | +9.0% |
| All | +0.9% | +13.4% | -12.5% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 1y: compounded portfolio wealth divided by compounded GD 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…
1y analysis · Full analysis span regression · 6 months rolling