+300.5%
SYY vs WPM
+5,972.6%
-5,672.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | -2.8% | +7.0% | -9.8% | -3.1% |
| 30D | -5.3% | +15.7% | -21.0% | -6.1% |
| 3M | +5.1% | +35.2% | -30.1% | +3.1% |
| 6M | -5.0% | +6.1% | -11.1% | -5.6% |
| YTD | +10.7% | +32.6% | -21.9% | +8.4% |
| 1Y | +0.7% | +46.9% | -46.2% | -2.1% |
| 3Y | +24.0% | +276.3% | -252.3% | +13.7% |
| 5Y | +19.3% | +260.0% | -240.7% | +9.0% |
| 10Y | +96.4% | +508.5% | -412.1% | +71.8% |
| All | +300.5% | +5,972.6% | -5,672.1% | +211.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling