+24.0%
SYY vs HDB
-27.8%
+51.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.0% | +2.8% | +0.2% |
| 7D | -2.8% | -2.0% | -0.7% | -2.5% |
| 30D | -5.3% | -4.9% | -0.4% | -4.6% |
| 3M | +5.1% | -2.3% | +7.4% | +5.2% |
| 6M | -5.0% | -23.7% | +18.7% | -2.1% |
| YTD | +10.7% | -38.5% | +49.2% | +16.7% |
| 1Y | +0.7% | -36.5% | +37.1% | +5.7% |
| 3Y | +24.0% | -28.5% | +52.5% | +28.1% |
| All | +24.0% | -27.8% | +51.8% | +28.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling