+163.0%
LITE vs SYK
-14.2%
+177.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.6% | -5.1% |
| 7D | +10.8% | -5.0% | +15.8% | +6.9% |
| 30D | -33.4% | +9.9% | -43.4% | -27.3% |
| 3M | -32.2% | -8.9% | -23.3% | -33.4% |
| 6M | -42.1% | +3.1% | -45.2% | -39.5% |
| YTD | +61.9% | -11.1% | +73.0% | +87.4% |
| 1Y | +163.0% | -16.2% | +179.2% | +222.6% |
| All | +163.0% | -14.2% | +177.2% | +222.6% |
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