+447.7%
SYY vs WTW
+1,101.3%
-653.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.8% |
| 7D | +1.5% | -7.8% | +9.3% | +3.8% |
| 30D | -2.3% | -7.9% | +5.6% | -0.1% |
| 3M | +5.5% | +19.9% | -14.5% | -0.2% |
| 6M | -1.0% | +9.8% | -10.8% | -4.5% |
| YTD | +14.1% | -3.3% | +17.5% | +13.6% |
| 1Y | +5.6% | -3.3% | +8.8% | +5.0% |
| 3Y | +27.9% | +61.5% | -33.7% | +8.6% |
| 5Y | +22.7% | +42.6% | -19.9% | +7.3% |
| 10Y | +113.9% | +197.1% | -83.1% | +54.6% |
| All | +447.7% | +1,101.3% | -653.5% | +229.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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