+127.3%
ADI vs SYK
+3.4%
+123.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +0.9% | -0.1% |
| 7D | +1.3% | -12.3% | +13.7% | +7.6% |
| 30D | -6.0% | -22.4% | +16.5% | +6.0% |
| 3M | -7.7% | -12.3% | +4.6% | -4.8% |
| 6M | +14.0% | -24.3% | +38.3% | +28.2% |
| YTD | +34.4% | -22.8% | +57.2% | +49.1% |
| 1Y | +48.0% | -28.8% | +76.7% | +72.4% |
| 3Y | +113.3% | -4.0% | +117.3% | +104.5% |
| All | +127.3% | +3.4% | +123.9% | +99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling