+26.3%
SYY vs WPM
+273.6%
-247.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.1% | +2.1% |
| 7D | -0.2% | +3.9% | -4.1% | -0.4% |
| 30D | -2.7% | +17.7% | -20.4% | -3.7% |
| 3M | +5.9% | +39.4% | -33.5% | +3.7% |
| 6M | -2.3% | +6.4% | -8.7% | -2.9% |
| YTD | +13.1% | +34.0% | -20.9% | +10.9% |
| 1Y | +3.8% | +50.5% | -46.8% | +0.9% |
| All | +26.3% | +273.6% | -247.2% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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