+22.7%
SYY vs HRB
+109.9%
-87.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | +1.5% | -12.2% | +13.7% | +3.4% |
| 30D | -2.3% | -3.0% | +0.6% | -2.1% |
| 3M | +5.5% | +21.7% | -16.2% | +1.9% |
| 6M | -1.0% | +52.3% | -53.3% | -8.4% |
| YTD | +14.1% | +6.5% | +7.6% | +13.2% |
| 1Y | +5.6% | -6.7% | +12.2% | +7.7% |
| 3Y | +27.9% | +25.1% | +2.8% | +19.3% |
| 5Y | +22.7% | +113.8% | -91.0% | +1.5% |
| All | +22.7% | +109.9% | -87.2% | +1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling