+24.9%
SYY vs HAS
+181.4%
-156.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.2% |
| 7D | -7.3% | -0.2% | -7.1% | -7.3% |
| 30D | +0.1% | +31.0% | -30.9% | -3.8% |
| 3M | -8.2% | +30.7% | -38.9% | -11.8% |
| 6M | +6.3% | +23.9% | -17.6% | +2.8% |
| YTD | +7.3% | +48.3% | -41.0% | +0.7% |
| 1Y | +8.5% | +60.2% | -51.7% | +0.6% |
| 3Y | +24.9% | +189.2% | -164.3% | +5.5% |
| All | +24.9% | +181.4% | -156.5% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling