+467.5%
LITE vs SYK
-28.8%
+496.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.0% | -3.4% | -6.8% |
| 7D | +10.4% | -12.3% | +22.8% | +1.1% |
| 30D | +14.0% | -22.4% | +36.5% | -3.7% |
| 3M | +9.7% | -12.3% | +22.0% | +1.8% |
| 6M | +39.2% | -24.3% | +63.6% | +34.5% |
| YTD | +153.9% | -22.8% | +176.6% | +147.7% |
| All | +467.5% | -28.8% | +496.3% | +423.3% |
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