-7.2%
SYK vs WCC
+121.8%
-129.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.3% | -1.7% |
| 7D | -12.3% | +1.7% | -14.0% | -12.5% |
| 30D | -22.4% | -6.1% | -16.4% | -22.2% |
| 3M | -12.3% | +3.1% | -15.4% | -12.8% |
| 6M | -24.3% | +28.2% | -52.5% | -26.7% |
| YTD | -22.8% | +41.1% | -63.9% | -26.2% |
| 1Y | -28.8% | +61.3% | -90.1% | -33.3% |
| All | -7.2% | +121.8% | -129.1% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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