+113.1%
ADI vs SYK
-4.6%
+117.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +0.9% | -0.4% |
| 7D | +1.3% | -12.3% | +13.7% | +5.7% |
| 30D | -6.0% | -22.4% | +16.5% | +2.5% |
| 3M | -7.7% | -12.3% | +4.6% | -6.3% |
| 6M | +14.0% | -24.3% | +38.3% | +26.2% |
| YTD | +34.4% | -22.8% | +57.2% | +46.8% |
| 1Y | +48.0% | -28.8% | +76.7% | +69.9% |
| All | +113.1% | -4.6% | +117.7% | +119.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 3y: compounded portfolio wealth divided by compounded SYK 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…
3y analysis · Full analysis span regression · 6 months rolling