+143.5%
WBD vs SYY
+27.8%
+115.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.7% |
| 7D | -0.6% | +1.5% | -2.1% | -1.2% |
| 30D | +4.2% | -2.3% | +6.5% | +5.0% |
| 3M | +7.5% | +5.5% | +2.0% | +5.2% |
| 6M | +1.6% | -1.0% | +2.5% | +1.4% |
| YTD | -2.2% | +14.1% | -16.3% | -10.5% |
| 1Y | +124.9% | +5.6% | +119.3% | +115.5% |
| All | +143.5% | +27.8% | +115.8% | +82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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