+113.8%
SYY vs HRB
+209.1%
-95.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +0.9% |
| 7D | +3.9% | -8.0% | +12.0% | +6.6% |
| 30D | -1.7% | -16.0% | +14.2% | +3.5% |
| 3M | +5.2% | +26.9% | -21.7% | -3.7% |
| 6M | -0.2% | +51.1% | -51.3% | -15.3% |
| YTD | +15.4% | +7.1% | +8.3% | +9.5% |
| 1Y | +5.6% | -9.6% | +15.2% | +6.4% |
| 3Y | +28.9% | +25.4% | +3.5% | +10.7% |
| 5Y | +24.1% | +114.9% | -90.8% | -18.5% |
| All | +113.8% | +209.1% | -95.3% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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