+25.1%
HPQ vs SYY
+26.6%
-1.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.2% | +2.8% | +4.5% |
| 7D | +2.2% | -0.2% | +2.5% | +2.3% |
| 30D | +9.7% | -2.7% | +12.5% | +10.3% |
| 3M | +32.7% | +5.9% | +26.8% | +31.1% |
| 6M | +77.7% | -2.3% | +80.0% | +78.7% |
| YTD | +51.0% | +13.1% | +37.9% | +44.7% |
| 1Y | +18.4% | +3.8% | +14.6% | +16.7% |
| All | +25.1% | +26.6% | -1.5% | +11.8% |
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 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