+534.0%
HAL vs SYY
+4,321.8%
-3,787.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +2.6% |
| 7D | +6.1% | +0.3% | +5.8% | +5.9% |
| 30D | +2.9% | -4.8% | +7.7% | +4.7% |
| 3M | +3.3% | -7.1% | +10.4% | +6.0% |
| 6M | -16.9% | +6.8% | -23.7% | -20.4% |
| YTD | +21.2% | +7.7% | +13.5% | +13.9% |
| 1Y | +27.5% | +5.7% | +21.9% | +20.8% |
| 3Y | -6.4% | +24.6% | -31.0% | -19.2% |
| 5Y | +58.0% | +15.6% | +42.4% | +39.4% |
| 10Y | -14.6% | +87.9% | -102.6% | -37.8% |
| All | +534.0% | +4,321.8% | -3,787.8% | +93.4% |
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