+6.8%
SYY vs WAB
+10.6%
-3.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +2.0% | +1.1% |
| 7D | +0.3% | +5.1% | -4.8% | +0.4% |
| 30D | -4.8% | +4.0% | -8.8% | -4.7% |
| 3M | -7.1% | +0.1% | -7.2% | -7.0% |
| 6M | +6.8% | +12.8% | -6.0% | +6.4% |
| All | +6.8% | +10.6% | -3.8% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 6mo: compounded portfolio wealth divided by compounded WAB 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…
6mo analysis · Full analysis span regression · 6 months rolling