-29.8%
SYK vs WELL
+42.2%
-72.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | -12.3% | -2.2% | -10.1% | -11.8% |
| 30D | -22.4% | +4.7% | -27.1% | -23.4% |
| 3M | -12.3% | +11.9% | -24.3% | -15.1% |
| 6M | -24.3% | +14.3% | -38.6% | -27.2% |
| YTD | -22.8% | +28.4% | -51.1% | -27.0% |
| All | -29.8% | +42.2% | -72.0% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 1y: compounded portfolio wealth divided by compounded WELL 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…
1y analysis · Full analysis span regression · 6 months rolling