+1,497.0%
HWM vs SYY
+107.6%
+1,389.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.2% | -1.7% |
| 7D | +7.3% | +0.3% | +7.0% | +7.1% |
| 30D | +1.6% | -4.8% | +6.4% | +3.5% |
| 3M | -21.9% | -7.1% | -14.8% | -19.4% |
| 6M | -19.0% | +6.8% | -25.8% | -23.4% |
| YTD | +7.9% | +7.7% | +0.3% | 0.0% |
| 1Y | +9.9% | +5.7% | +4.3% | +2.8% |
| 3Y | +342.1% | +24.6% | +317.6% | +261.8% |
| 5Y | +600.8% | +15.6% | +585.1% | +494.6% |
| 10Y | +1,493.8% | +87.9% | +1,405.9% | +983.5% |
| All | +1,497.0% | +107.6% | +1,389.5% | +1,009.0% |
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 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