+4,267.1%
SYY vs WEC
+3,978.4%
+288.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.0% |
| 7D | -2.3% | -0.3% | -2.0% | -2.2% |
| 30D | -4.9% | -1.3% | -3.7% | -4.5% |
| 3M | +8.4% | -3.9% | +12.3% | +10.0% |
| 6M | -7.4% | -8.3% | +1.0% | -4.5% |
| YTD | +11.0% | +3.1% | +7.9% | +9.4% |
| 1Y | -0.2% | +1.9% | -2.2% | -1.3% |
| 3Y | +23.8% | +41.9% | -18.1% | +7.3% |
| 5Y | +18.1% | +30.8% | -12.6% | +4.4% |
| 10Y | +94.6% | +141.9% | -47.3% | +31.7% |
| All | +4,267.1% | +3,978.4% | +288.7% | +915.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling