+1,938.3%
LITE vs SYK
-2.7%
+1,941.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.1% |
| 7D | +13.6% | -11.8% | +25.4% | +14.3% |
| 30D | +21.6% | -20.4% | +41.9% | +23.6% |
| 3M | +20.3% | -12.1% | +32.4% | +18.2% |
| 6M | +54.4% | -24.3% | +78.7% | +65.1% |
| YTD | +168.3% | -21.2% | +189.5% | +179.6% |
| 1Y | +551.8% | -29.2% | +581.0% | +624.3% |
| All | +1,938.3% | -2.7% | +1,941.0% | +1,816.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling