+46.1%
ASML vs SYK
-4.2%
+50.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +9.4% | -13.0% | -1.9% |
| 7D | -10.0% | +11.7% | -21.7% | -8.0% |
| 30D | -19.4% | +19.1% | -38.5% | -16.6% |
| 3M | -12.5% | +1.4% | -13.9% | -11.7% |
| 6M | +8.2% | +17.4% | -9.2% | +8.6% |
| YTD | +40.7% | -2.5% | +43.3% | +50.6% |
| 1Y | +46.1% | -5.3% | +51.4% | +56.2% |
| All | +46.1% | -4.2% | +50.3% | +56.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling