+28.9%
SYY vs GPN
-27.6%
+56.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | +3.9% | -4.6% | +8.5% | +4.6% |
| 30D | -1.7% | -0.3% | -1.5% | -1.8% |
| 3M | +5.2% | +35.4% | -30.3% | +0.6% |
| 6M | -0.2% | +21.7% | -21.9% | -3.4% |
| YTD | +15.4% | +14.9% | +0.5% | +12.3% |
| 1Y | +5.6% | +3.2% | +2.4% | +4.7% |
| 3Y | +28.9% | -27.1% | +56.0% | +36.8% |
| All | +28.9% | -27.6% | +56.5% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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