+4.9%
SYY vs IWD
+30.1%
-25.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.2% |
| 7D | 0.0% | -0.6% | +0.6% | +0.4% |
| 30D | -2.2% | +3.6% | -5.8% | -4.3% |
| 3M | -8.0% | +2.7% | -10.7% | -9.5% |
| 6M | +7.5% | +13.2% | -5.7% | -1.0% |
| YTD | +7.4% | +26.8% | -19.3% | -8.6% |
| 1Y | +4.9% | +29.3% | -24.4% | -11.4% |
| All | +4.9% | +30.1% | -25.2% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling