+435.6%
SYY vs HDB
+3,812.1%
-3,376.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.8% | -1.2% |
| 7D | -2.3% | +0.4% | -2.7% | -2.4% |
| 30D | -4.9% | -2.8% | -2.1% | -4.4% |
| 3M | +8.4% | -3.5% | +11.9% | +8.9% |
| 6M | -7.4% | -24.7% | +17.4% | -2.1% |
| YTD | +11.0% | -36.6% | +47.6% | +21.5% |
| 1Y | -0.2% | -34.4% | +34.1% | +8.3% |
| 3Y | +23.8% | -24.4% | +48.2% | +28.6% |
| 5Y | +18.1% | -35.4% | +53.5% | +25.4% |
| 10Y | +94.6% | +39.5% | +55.0% | +73.7% |
| All | +435.6% | +3,812.1% | -3,376.5% | +186.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling