+19.4%
SYY vs GEN
+20.0%
-0.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.3% | +2.2% |
| 7D | -0.2% | -2.9% | +2.7% | +0.2% |
| 30D | -2.7% | +2.1% | -4.8% | -3.2% |
| 3M | +5.9% | +19.7% | -13.8% | +2.4% |
| 6M | -2.3% | +33.3% | -35.6% | -7.9% |
| YTD | +13.1% | +11.1% | +2.0% | +10.4% |
| 1Y | +3.8% | +3.0% | +0.8% | +2.8% |
| 3Y | +26.7% | +57.9% | -31.1% | +13.3% |
| 5Y | +19.4% | +20.6% | -1.2% | +13.0% |
| All | +19.4% | +20.0% | -0.6% | +13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling