+5.6%
SYY vs WU
-9.1%
+14.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.1% |
| 7D | +3.9% | -3.5% | +7.4% | +3.9% |
| 30D | -1.7% | -2.9% | +1.2% | -1.8% |
| 3M | +5.2% | -2.3% | +7.4% | +5.5% |
| 6M | -0.2% | -25.4% | +25.2% | -0.3% |
| YTD | +15.4% | -21.2% | +36.6% | +15.5% |
| 1Y | +5.6% | -8.9% | +14.5% | +5.7% |
| All | +5.6% | -9.1% | +14.7% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling