-29.8%
SYK vs WU
-9.6%
-20.2%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.2% | -1.9% |
| 7D | -12.3% | -5.0% | -7.4% | -11.7% |
| 30D | -22.4% | -2.3% | -20.2% | -22.2% |
| 3M | -12.3% | -3.2% | -9.1% | -11.7% |
| 6M | -24.3% | -25.0% | +0.7% | -23.0% |
| YTD | -22.8% | -21.7% | -1.1% | -21.6% |
| All | -29.8% | -9.6% | -20.2% | -29.3% |
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