+14.3%
SYY vs WING
-2.2%
+16.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.5% | +3.6% | -0.4% |
| 7D | +1.3% | -3.9% | +5.2% | +1.7% |
| 30D | -3.5% | +26.6% | -30.2% | -6.1% |
| 3M | -9.3% | +42.5% | -51.8% | -13.1% |
| 6M | +5.9% | +29.4% | -23.5% | +2.0% |
| YTD | +6.5% | -32.8% | +39.2% | +9.0% |
| 1Y | +4.0% | -33.5% | +37.5% | +6.5% |
| 3Y | +23.0% | -23.4% | +46.3% | +15.7% |
| 5Y | +14.3% | -0.4% | +14.8% | -4.3% |
| All | +14.3% | -2.2% | +16.5% | -4.3% |
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