+289.5%
SYY vs WPM
+5,046.3%
-4,756.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | +0.3% | -3.6% | +3.9% | +0.5% |
| 30D | -4.8% | +1.4% | -6.2% | -4.9% |
| 3M | -7.1% | -0.2% | -6.9% | -7.2% |
| 6M | +6.8% | -7.3% | +14.1% | +6.9% |
| YTD | +7.7% | +12.3% | -4.7% | +6.3% |
| 1Y | +5.7% | +24.9% | -19.2% | +3.7% |
| 3Y | +24.6% | +210.4% | -185.8% | +15.4% |
| 5Y | +15.6% | +210.4% | -194.7% | +6.5% |
| 10Y | +87.9% | +731.7% | -643.8% | +61.5% |
| All | +289.5% | +5,046.3% | -4,756.8% | +205.8% |
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