+136.1%
C vs SYK
+2.4%
+133.8%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +1.2% |
| 7D | +0.3% | -12.3% | +12.6% | +5.1% |
| 30D | +2.0% | -22.4% | +24.5% | +11.9% |
| 3M | +4.4% | -12.3% | +16.7% | +8.1% |
| 6M | +28.3% | -24.3% | +52.7% | +41.2% |
| YTD | +20.5% | -22.8% | +43.2% | +30.9% |
| 1Y | +45.5% | -28.8% | +74.3% | +63.8% |
| 3Y | +274.0% | -4.0% | +278.0% | +268.1% |
| 5Y | +136.1% | +3.8% | +132.3% | +111.7% |
| All | +136.1% | +2.4% | +133.8% | +111.7% |
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