+5.7%
SYY vs WEC
+9.5%
-3.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.7% |
| 7D | +0.3% | +2.3% | -2.0% | -0.7% |
| 30D | -4.8% | +11.1% | -15.8% | -8.6% |
| 3M | -7.1% | +8.4% | -15.5% | -10.2% |
| 6M | +6.8% | +7.5% | -0.7% | +3.7% |
| YTD | +7.7% | +15.3% | -7.7% | -0.9% |
| 1Y | +5.7% | +9.7% | -4.1% | -1.0% |
| All | +5.7% | +9.5% | -3.8% | -1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling