+15.3%
SYY vs WPM
+210.4%
-195.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | +0.3% | -3.6% | +3.9% | +0.6% |
| 30D | -4.8% | +1.4% | -6.2% | -5.0% |
| 3M | -7.1% | -0.2% | -6.9% | -7.4% |
| 6M | +6.8% | -7.3% | +14.1% | +7.0% |
| YTD | +7.7% | +12.3% | -4.7% | +5.5% |
| 1Y | +5.7% | +24.9% | -19.2% | +2.5% |
| 3Y | +24.6% | +210.4% | -185.8% | +7.3% |
| All | +15.3% | +210.4% | -195.1% | +1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling