-29.8%
SYK vs WST
+34.6%
-64.4%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.1% | -2.1% |
| 7D | -12.3% | +0.4% | -12.8% | -12.4% |
| 30D | -22.4% | -2.0% | -20.4% | -22.3% |
| 3M | -12.3% | +4.1% | -16.4% | -12.8% |
| 6M | -24.3% | +47.4% | -71.7% | -27.3% |
| YTD | -22.8% | +25.4% | -48.2% | -24.8% |
| All | -29.8% | +34.6% | -64.4% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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