+31,674.6%
AVGO vs SYK
+731.3%
+30,943.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | +0.1% |
| 7D | +1.0% | -12.3% | +13.4% | +7.8% |
| 30D | -13.3% | -22.4% | +9.2% | -1.5% |
| 3M | -2.9% | -12.3% | +9.5% | +1.1% |
| 6M | +5.7% | -24.3% | +30.0% | +18.4% |
| YTD | +4.6% | -22.8% | +27.4% | +15.2% |
| 1Y | -1.6% | -28.8% | +27.1% | +12.9% |
| 3Y | +336.2% | -4.0% | +340.2% | +310.3% |
| 5Y | +695.6% | +3.8% | +691.8% | +599.0% |
| 10Y | +2,827.6% | +172.8% | +2,654.8% | +1,217.4% |
| All | +31,674.6% | +731.3% | +30,943.3% | +8,745.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling