+42.1%
WELL vs SYF
+5.5%
+36.7%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.4% |
| 7D | -1.3% | +2.6% | -3.9% | -1.3% |
| 30D | +0.5% | 0.0% | +0.5% | +0.5% |
| 3M | +19.1% | +11.9% | +7.2% | +19.6% |
| 6M | +17.0% | +18.9% | -1.9% | +17.4% |
| YTD | +29.2% | -4.6% | +33.8% | +29.0% |
| 1Y | +42.1% | +6.4% | +35.8% | +39.4% |
| All | +42.1% | +5.5% | +36.7% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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