-14.9%
HAL vs SYY
+88.7%
-103.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +2.4% |
| 7D | +6.1% | +0.3% | +5.8% | +5.9% |
| 30D | +2.9% | -4.8% | +7.7% | +5.2% |
| 3M | +3.3% | -7.1% | +10.4% | +6.9% |
| 6M | -16.9% | +6.8% | -23.7% | -21.8% |
| YTD | +21.2% | +7.7% | +13.5% | +10.5% |
| 1Y | +27.5% | +5.7% | +21.9% | +17.6% |
| 3Y | -6.4% | +24.6% | -31.0% | -25.2% |
| 5Y | +58.0% | +15.6% | +42.4% | +28.6% |
| All | -14.9% | +88.7% | -103.6% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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