+26.3%
SYY vs WING
-29.7%
+56.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.1% | +2.1% |
| 7D | -0.2% | -2.3% | +2.0% | -0.1% |
| 30D | -2.7% | -5.6% | +2.9% | -2.5% |
| 3M | +5.9% | -22.9% | +28.8% | +7.1% |
| 6M | -2.3% | -50.4% | +48.1% | +0.8% |
| YTD | +13.1% | -53.3% | +66.4% | +16.6% |
| 1Y | +3.8% | -61.2% | +65.0% | +8.0% |
| All | +26.3% | -29.7% | +56.0% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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