+10.2%
SHW vs SYY
+15.0%
-4.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.7% |
| 7D | +1.9% | +0.3% | +1.6% | +1.8% |
| 30D | +8.1% | -4.8% | +12.8% | +10.1% |
| 3M | -2.8% | -7.1% | +4.3% | -0.1% |
| 6M | +15.0% | +6.8% | +8.2% | +11.7% |
| YTD | +9.0% | +7.7% | +1.3% | +3.9% |
| 1Y | +4.5% | +5.7% | -1.2% | +0.4% |
| 3Y | +41.9% | +24.6% | +17.3% | +24.0% |
| All | +10.2% | +15.0% | -4.8% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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