+26.3%
SYY vs WU
-28.6%
+55.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.0% | +2.3% |
| 7D | -0.2% | -4.9% | +4.7% | +0.4% |
| 30D | -2.7% | -1.3% | -1.5% | -2.6% |
| 3M | +5.9% | -3.6% | +9.5% | +5.7% |
| 6M | -2.3% | -24.3% | +22.0% | +1.8% |
| YTD | +13.1% | -21.1% | +34.2% | +16.6% |
| 1Y | +3.8% | -10.3% | +14.1% | +3.3% |
| All | +26.3% | -28.6% | +55.0% | +30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling