+7,139.5%
NEE vs SYK
+22,742.0%
-15,602.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.2% | -0.5% |
| 7D | -1.3% | -9.1% | +7.8% | +0.3% |
| 30D | -3.3% | -20.6% | +17.3% | +0.6% |
| 3M | -2.3% | -9.6% | +7.3% | -0.9% |
| 6M | -8.9% | -19.9% | +11.0% | -5.7% |
| YTD | +4.8% | -21.2% | +25.9% | +8.5% |
| 1Y | +18.7% | -28.4% | +47.1% | +25.1% |
| 3Y | +33.2% | -5.3% | +38.6% | +32.9% |
| 5Y | +10.9% | +6.0% | +4.9% | +7.6% |
| 10Y | +251.8% | +178.4% | +73.4% | +192.0% |
| All | +7,139.5% | +22,742.0% | -15,602.6% | +4,123.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling