+28,547.2%
WM vs SYY
+4,308.0%
+24,239.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.2% | -4.2% | -2.7% |
| 7D | +1.2% | -7.3% | +8.5% | +3.1% |
| 30D | +13.1% | +0.1% | +13.0% | +12.9% |
| 3M | +3.6% | -8.2% | +11.9% | +5.8% |
| 6M | +8.1% | +6.3% | +1.8% | +6.0% |
| YTD | +8.9% | +7.3% | +1.6% | +5.5% |
| 1Y | +20.3% | +8.5% | +11.9% | +16.2% |
| 3Y | +46.2% | +24.9% | +21.2% | +34.7% |
| 5Y | +59.9% | +8.0% | +51.9% | +51.6% |
| 10Y | +345.6% | +107.2% | +238.4% | +231.6% |
| All | +28,547.2% | +4,308.0% | +24,239.2% | +10,749.4% |
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