+595.7%
HAL vs SYY
+4,458.5%
-3,862.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | 0.0% |
| 7D | +2.9% | -2.3% | +5.2% | +4.0% |
| 30D | +17.0% | -4.9% | +22.0% | +19.7% |
| 3M | -9.7% | +8.4% | -18.0% | -13.4% |
| 6M | +8.6% | -7.4% | +16.0% | +10.7% |
| YTD | +33.0% | +11.0% | +22.0% | +24.1% |
| 1Y | +68.3% | -0.2% | +68.5% | +64.6% |
| 3Y | +0.1% | +23.8% | -23.7% | -12.9% |
| 5Y | +102.6% | +18.1% | +84.5% | +78.3% |
| 10Y | +3.8% | +94.6% | -90.8% | -25.2% |
| All | +595.7% | +4,458.5% | -3,862.8% | +110.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling