+1,865.3%
MUU vs SYK
-28.8%
+1,894.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.0% | -7.4% | -11.0% |
| 7D | +3.6% | -12.3% | +15.9% | -8.2% |
| 30D | +22.3% | -22.4% | +44.8% | -3.9% |
| 3M | -8.2% | -12.3% | +4.1% | -15.0% |
| 6M | +256.3% | -24.3% | +280.7% | +264.1% |
| YTD | +534.4% | -22.8% | +557.2% | +557.3% |
| All | +1,865.3% | -28.8% | +1,894.1% | +1,944.6% |
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