+25.0%
HL vs SYY
+8.7%
+16.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +3.8% | +9.4% | +12.4% |
| 7D | +0.2% | -6.3% | +6.5% | +0.9% |
| 30D | -12.1% | +0.7% | -12.8% | -12.5% |
| 3M | -2.8% | -6.4% | +3.6% | -2.2% |
| 6M | -14.9% | +7.6% | -22.5% | -17.0% |
| YTD | -22.0% | +7.4% | -29.5% | -17.0% |
| 1Y | +25.0% | +8.3% | +16.7% | +34.0% |
| All | +25.0% | +8.7% | +16.3% | +34.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling