+227.2%
MUU vs SYK
-22.7%
+249.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.2% | +1.4% |
| 7D | -8.2% | -9.1% | +0.9% | -19.2% |
| 30D | +10.2% | -20.6% | +30.8% | -20.3% |
| 3M | -26.5% | -9.6% | -16.9% | -29.8% |
| 6M | +227.2% | -19.9% | +247.1% | +318.6% |
| All | +227.2% | -22.7% | +249.9% | +318.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling