+26.3%
SYY vs WWD
+167.9%
-141.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.6% | +2.2% |
| 7D | -0.2% | +0.6% | -0.9% | -0.3% |
| 30D | -2.7% | -5.1% | +2.4% | -2.4% |
| 3M | +5.9% | -11.2% | +17.1% | +6.7% |
| 6M | -2.3% | -12.0% | +9.7% | -1.8% |
| YTD | +13.1% | +12.0% | +1.1% | +12.0% |
| 1Y | +3.8% | +42.8% | -39.0% | +1.4% |
| All | +26.3% | +167.9% | -141.6% | +16.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling