+24.0%
SYY vs GEN
+57.7%
-33.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.5% | +0.1% |
| 7D | -2.8% | -0.7% | -2.1% | -2.7% |
| 30D | -5.3% | +2.6% | -7.9% | -5.7% |
| 3M | +5.1% | +15.8% | -10.7% | +2.7% |
| 6M | -5.0% | +33.1% | -38.1% | -9.5% |
| YTD | +10.7% | +11.3% | -0.6% | +8.9% |
| 1Y | +0.7% | +1.7% | -1.0% | +0.8% |
| 3Y | +24.0% | +58.1% | -34.1% | +12.0% |
| All | +24.0% | +57.7% | -33.7% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 3y: compounded portfolio wealth divided by compounded GEN 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…
3y analysis · Full analysis span regression · 6 months rolling