+2,616.3%
SYY vs WWD
+15,408.5%
-12,792.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.3% | -1.5% |
| 7D | -2.3% | +1.3% | -3.6% | -2.6% |
| 30D | -4.9% | -7.2% | +2.2% | -3.5% |
| 3M | +8.4% | -3.8% | +12.2% | +8.7% |
| 6M | -7.4% | -9.9% | +2.6% | -6.0% |
| YTD | +11.0% | +14.8% | -3.8% | +6.4% |
| 1Y | -0.2% | +42.1% | -42.3% | -9.2% |
| 3Y | +23.8% | +170.8% | -147.0% | -4.8% |
| 5Y | +18.1% | +197.5% | -179.4% | -12.2% |
| 10Y | +94.6% | +477.8% | -383.2% | +26.3% |
| All | +2,616.3% | +15,408.5% | -12,792.2% | +1,329.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling