+93.0%
HUT vs SYY
+19.8%
+73.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.3% | +6.6% | +6.5% |
| 7D | +28.3% | -2.8% | +31.0% | +30.5% |
| 30D | +12.3% | -5.3% | +17.6% | +16.3% |
| 3M | -16.8% | +5.1% | -21.9% | -21.1% |
| 6M | +111.4% | -5.0% | +116.4% | +114.6% |
| YTD | +116.6% | +10.7% | +105.9% | +97.6% |
| 1Y | +290.5% | +0.7% | +289.8% | +278.4% |
| 3Y | +792.3% | +24.0% | +768.2% | +560.0% |
| All | +93.0% | +19.8% | +73.2% | +65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling