+52.4%
GEV vs SYK
-4.2%
+56.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +9.4% | -18.7% | -6.8% |
| 7D | -5.1% | +11.7% | -16.9% | -2.1% |
| 30D | -15.8% | +19.1% | -34.9% | -11.8% |
| 3M | -18.2% | +1.4% | -19.6% | -16.3% |
| 6M | -22.4% | +17.4% | -39.8% | -21.2% |
| YTD | +27.7% | -2.5% | +30.3% | +33.2% |
| 1Y | +52.4% | -5.3% | +57.7% | +57.8% |
| All | +52.4% | -4.2% | +56.5% | +57.8% |
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 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