+434.2%
SYY vs HDB
+3,694.0%
-3,259.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.0% | +2.8% | +0.4% |
| 7D | -2.8% | -2.0% | -0.7% | -2.3% |
| 30D | -5.3% | -4.9% | -0.4% | -4.3% |
| 3M | +5.1% | -2.3% | +7.4% | +5.3% |
| 6M | -5.0% | -23.7% | +18.7% | +0.1% |
| YTD | +10.7% | -38.5% | +49.2% | +22.0% |
| 1Y | +0.7% | -36.5% | +37.1% | +10.0% |
| 3Y | +24.0% | -28.5% | +52.5% | +30.4% |
| 5Y | +19.3% | -37.4% | +56.6% | +27.5% |
| 10Y | +96.4% | +34.0% | +62.4% | +76.7% |
| All | +434.2% | +3,694.0% | -3,259.8% | +187.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded HDB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling