+111.5%
SYY vs WEC
+146.6%
-35.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.2% |
| 7D | +1.5% | -1.3% | +2.8% | +2.0% |
| 30D | -2.3% | -0.4% | -1.9% | -2.3% |
| 3M | +5.5% | -6.8% | +12.3% | +8.3% |
| 6M | -1.0% | -6.4% | +5.4% | +1.3% |
| YTD | +14.1% | +2.5% | +11.6% | +12.7% |
| 1Y | +5.6% | -0.4% | +6.0% | +5.3% |
| 3Y | +27.9% | +38.5% | -10.6% | +12.0% |
| 5Y | +22.7% | +31.7% | -9.0% | +8.4% |
| All | +111.5% | +146.6% | -35.1% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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