+1,154.5%
C vs SYK
+22,814.2%
-21,659.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.8% | +8.1% | +3.0% |
| 7D | +3.2% | -12.9% | +16.1% | +9.1% |
| 30D | +1.3% | -18.5% | +19.8% | +10.0% |
| 3M | +3.1% | -8.1% | +11.2% | +5.5% |
| 6M | +29.6% | -23.8% | +53.4% | +43.0% |
| YTD | +19.0% | -20.9% | +39.9% | +28.9% |
| 1Y | +45.6% | -29.0% | +74.6% | +64.9% |
| 3Y | +269.3% | -1.7% | +271.0% | +260.4% |
| 5Y | +131.6% | +4.0% | +127.6% | +116.6% |
| 10Y | +286.5% | +168.8% | +117.8% | +146.4% |
| All | +1,154.5% | +22,814.2% | -21,659.6% | +155.6% |
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 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