+392.8%
HL vs SYY
+29.1%
+363.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.4% |
| 7D | -4.4% | +3.9% | -8.3% | -5.0% |
| 30D | +9.3% | -1.7% | +11.1% | +9.6% |
| 3M | +32.0% | +5.2% | +26.8% | +30.6% |
| 6M | -6.4% | -0.2% | -6.2% | -7.0% |
| YTD | +3.1% | +15.4% | -12.2% | +1.2% |
| 1Y | +77.6% | +5.6% | +72.0% | +76.5% |
| 3Y | +392.8% | +28.9% | +364.0% | +302.1% |
| All | +392.8% | +29.1% | +363.7% | +302.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling