+22,728.0%
SYK vs WELL
+18,804.6%
+3,923.3%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | -11.8% | -1.1% | -10.7% | -11.5% |
| 30D | -20.4% | +0.7% | -21.1% | -20.6% |
| 3M | -12.1% | +14.5% | -26.6% | -15.7% |
| 6M | -24.3% | +14.4% | -38.7% | -27.6% |
| YTD | -21.2% | +28.5% | -49.7% | -27.3% |
| 1Y | -29.2% | +41.8% | -70.9% | -36.7% |
| 3Y | -2.1% | +202.8% | -204.9% | -30.9% |
| 5Y | +4.7% | +208.8% | -204.1% | -27.3% |
| 10Y | +178.2% | +356.5% | -178.3% | +62.8% |
| All | +22,728.0% | +18,804.6% | +3,923.3% | +6,854.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling