+2,981.5%
MUU vs SYK
-21.3%
+3,002.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.6% | +13.2% | +10.0% |
| 7D | +17.4% | -8.3% | +25.7% | +7.8% |
| 30D | +24.0% | -10.1% | +34.0% | +12.2% |
| 3M | -23.9% | +0.9% | -24.8% | -20.5% |
| 6M | +284.4% | -20.2% | +304.6% | +343.9% |
| YTD | +583.7% | -13.3% | +597.0% | +686.5% |
| 1Y | +2,981.5% | -22.3% | +3,003.8% | +3,472.6% |
| All | +2,981.5% | -21.3% | +3,002.8% | +3,472.6% |
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