+24.6%
SYY vs WEC
+64.2%
-39.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -9.1% |
| 3M | -7.1% | +8.4% | -15.5% | -10.4% |
| 6M | +6.8% | +7.5% | -0.7% | +3.2% |
| YTD | +7.7% | +15.3% | -7.7% | +0.4% |
| 1Y | +5.7% | +9.7% | -4.1% | +0.8% |
| 3Y | +24.6% | +64.7% | -40.1% | +1.6% |
| All | +24.6% | +64.2% | -39.7% | +1.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling