+25.0%
HL vs SYK
-4.2%
+29.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +9.4% | +3.8% | +12.2% |
| 7D | +0.2% | +11.7% | -11.5% | -0.5% |
| 30D | -12.1% | +19.1% | -31.2% | -12.6% |
| 3M | -2.8% | +1.4% | -4.3% | -3.6% |
| 6M | -14.9% | +17.4% | -32.4% | -15.1% |
| YTD | -22.0% | -2.5% | -19.5% | -19.5% |
| 1Y | +25.0% | -5.3% | +30.3% | +31.1% |
| All | +25.0% | -4.2% | +29.2% | +31.1% |
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 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