+84.6%
SYY vs HDB
+62.8%
+21.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.5% |
| 7D | +1.3% | +4.1% | -2.8% | 0.0% |
| 30D | -3.5% | +13.0% | -16.5% | -7.3% |
| 3M | -9.3% | +11.3% | -20.6% | -12.7% |
| 6M | +5.9% | +6.9% | -1.0% | +2.7% |
| YTD | +6.5% | -29.6% | +36.1% | +18.0% |
| 1Y | +4.0% | -29.5% | +33.5% | +15.1% |
| 3Y | +23.0% | -8.1% | +31.1% | +21.0% |
| 5Y | +14.3% | -23.4% | +37.8% | +17.1% |
| All | +84.6% | +62.8% | +21.8% | +52.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling