+4,255.7%
SYY vs WY
+676.8%
+3,578.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.2% | +0.2% |
| 7D | -2.8% | -2.1% | -0.7% | -2.1% |
| 30D | -5.3% | -10.5% | +5.2% | -2.0% |
| 3M | +5.1% | -4.9% | +10.0% | +6.4% |
| 6M | -5.0% | -4.9% | -0.1% | -4.1% |
| YTD | +10.7% | -1.7% | +12.4% | +10.3% |
| 1Y | +0.7% | -9.4% | +10.1% | +2.7% |
| 3Y | +24.0% | -22.3% | +46.3% | +31.0% |
| 5Y | +19.3% | -20.5% | +39.8% | +23.8% |
| 10Y | +96.4% | +4.9% | +91.5% | +82.3% |
| All | +4,255.7% | +676.8% | +3,578.9% | +1,720.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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