+28,683.0%
WM vs SYY
+4,352.2%
+24,330.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.6% |
| 7D | +1.2% | +4.7% | -3.6% | -0.2% |
| 30D | +13.7% | -0.7% | +14.3% | +13.7% |
| 3M | +5.2% | -6.8% | +12.0% | +7.0% |
| 6M | +11.2% | +8.6% | +2.5% | +8.4% |
| YTD | +9.4% | +8.4% | +1.0% | +5.7% |
| 1Y | +20.4% | +7.1% | +13.3% | +16.7% |
| 3Y | +44.7% | +25.2% | +19.5% | +33.2% |
| 5Y | +58.5% | +13.0% | +45.5% | +48.5% |
| 10Y | +326.4% | +88.9% | +237.5% | +225.9% |
| All | +28,683.0% | +4,352.2% | +24,330.8% | +10,770.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling