+107.5%
SYY vs HAS
+56.6%
+50.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.5% |
| 7D | -2.8% | -3.1% | +0.3% | -1.8% |
| 30D | -5.3% | -2.7% | -2.6% | -4.5% |
| 3M | +5.1% | +8.9% | -3.8% | +1.8% |
| 6M | -5.0% | -2.9% | -2.1% | -5.0% |
| YTD | +10.7% | +12.6% | -1.9% | +5.1% |
| 1Y | +0.7% | +17.5% | -16.8% | -6.0% |
| 3Y | +24.0% | +46.2% | -22.2% | +4.1% |
| 5Y | +19.3% | +12.6% | +6.7% | +8.7% |
| All | +107.5% | +56.6% | +50.9% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling