+521.0%
LITE vs SYK
-21.3%
+542.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.6% | +5.6% | +2.9% |
| 7D | -1.5% | -8.3% | +6.8% | -7.5% |
| 30D | +6.7% | -10.1% | +16.7% | -0.6% |
| 3M | -6.8% | +0.9% | -7.7% | -5.0% |
| 6M | +29.4% | -20.2% | +49.6% | +33.0% |
| YTD | +139.1% | -13.3% | +152.4% | +150.4% |
| 1Y | +521.0% | -22.3% | +543.3% | +467.0% |
| All | +521.0% | -21.3% | +542.3% | +467.0% |
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