+19.4%
SYY vs WST
-27.5%
+47.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.4% | +2.2% |
| 7D | -0.2% | -1.7% | +1.4% | -0.1% |
| 30D | -2.7% | -4.3% | +1.6% | -2.4% |
| 3M | +5.9% | +0.7% | +5.1% | +5.7% |
| 6M | -2.3% | +36.0% | -38.3% | -4.9% |
| YTD | +13.1% | +22.7% | -9.6% | +10.9% |
| 1Y | +3.8% | +34.1% | -30.3% | +0.9% |
| 3Y | +26.7% | -13.6% | +40.3% | +25.7% |
| 5Y | +19.4% | -26.0% | +45.4% | +14.5% |
| All | +19.4% | -27.5% | +47.0% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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