-22.3%
SYK vs WU
-8.3%
-14.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.5% |
| 7D | -8.3% | -0.8% | -7.5% | -8.2% |
| 30D | -10.1% | -1.1% | -9.0% | -9.9% |
| 3M | +0.9% | -3.9% | +4.8% | +1.2% |
| 6M | -20.2% | -20.7% | +0.5% | -19.3% |
| YTD | -13.3% | -18.4% | +5.1% | -12.5% |
| 1Y | -22.3% | -8.1% | -14.3% | -21.9% |
| All | -22.3% | -8.3% | -14.1% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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