+19.4%
SYY vs WING
-33.6%
+53.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.1% | +2.1% |
| 7D | -0.2% | -2.3% | +2.0% | 0.0% |
| 30D | -2.7% | -5.6% | +2.9% | -2.3% |
| 3M | +5.9% | -22.9% | +28.8% | +8.3% |
| 6M | -2.3% | -50.4% | +48.1% | +4.4% |
| YTD | +13.1% | -53.3% | +66.4% | +20.8% |
| 1Y | +3.8% | -61.2% | +65.0% | +12.9% |
| 3Y | +26.7% | -30.1% | +56.8% | +18.4% |
| 5Y | +19.4% | -35.0% | +54.4% | +5.1% |
| All | +19.4% | -33.6% | +53.0% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling