+19.4%
SYY vs HDB
-38.7%
+58.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +3.9% | +2.6% |
| 7D | -0.2% | -4.9% | +4.6% | +0.8% |
| 30D | -2.7% | -5.8% | +3.1% | -1.5% |
| 3M | +5.9% | -5.2% | +11.1% | +6.7% |
| 6M | -2.3% | -25.7% | +23.4% | +3.6% |
| YTD | +13.1% | -39.6% | +52.7% | +25.4% |
| 1Y | +3.8% | -36.9% | +40.7% | +13.8% |
| 3Y | +26.7% | -29.7% | +56.5% | +34.0% |
| 5Y | +19.4% | -37.8% | +57.2% | +22.2% |
| All | +19.4% | -38.7% | +58.1% | +22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling