+11,626.0%
LIN vs SYK
+9,480.3%
+2,145.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.0% |
| 7D | +2.1% | -5.0% | +7.1% | +3.7% |
| 30D | +6.8% | +9.9% | -3.2% | +3.4% |
| 3M | +10.4% | -8.9% | +19.3% | +12.9% |
| 6M | +3.2% | +3.1% | +0.1% | +1.1% |
| YTD | +24.6% | -11.1% | +35.7% | +27.2% |
| 1Y | +24.4% | -16.2% | +40.6% | +29.3% |
| 3Y | +36.7% | +13.2% | +23.6% | +28.8% |
| 5Y | +67.0% | +23.5% | +43.5% | +51.7% |
| 10Y | +426.7% | +213.3% | +213.4% | +263.4% |
| All | +11,626.0% | +9,480.3% | +2,145.7% | +4,212.1% |
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