+111.5%
SYY vs WWD
+490.2%
-378.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.5% |
| 7D | +1.5% | -2.9% | +4.4% | +2.7% |
| 30D | -2.3% | -6.6% | +4.3% | +0.2% |
| 3M | +5.5% | -9.3% | +14.8% | +8.6% |
| 6M | -1.0% | -13.6% | +12.7% | +3.3% |
| YTD | +14.1% | +10.4% | +3.8% | +6.2% |
| 1Y | +5.6% | +39.9% | -34.3% | -12.4% |
| 3Y | +27.9% | +165.0% | -137.2% | -26.5% |
| 5Y | +22.7% | +183.8% | -161.1% | -34.6% |
| All | +111.5% | +490.2% | -378.7% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling