+41.5%
SYY vs GH
+467.1%
-425.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.2% |
| 7D | +3.9% | -2.5% | +6.4% | +4.1% |
| 30D | -1.7% | -4.7% | +2.9% | -1.4% |
| 3M | +5.2% | +20.2% | -15.1% | +3.5% |
| 6M | -0.2% | +78.8% | -79.0% | -4.9% |
| YTD | +15.4% | +54.1% | -38.7% | +10.9% |
| 1Y | +5.6% | +177.1% | -171.5% | -3.4% |
| 3Y | +28.9% | +371.6% | -342.7% | +9.3% |
| 5Y | +24.1% | +21.9% | +2.2% | +13.8% |
| All | +41.5% | +467.1% | -425.7% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 10y: compounded portfolio wealth divided by compounded GH 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…
10y analysis · Full analysis span regression · 6 months rolling