+327.1%
NET vs SYK
+7.7%
+319.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -1.5% |
| 7D | -7.0% | -8.3% | +1.4% | -4.7% |
| 30D | -4.8% | -10.1% | +5.3% | -2.1% |
| 3M | +3.8% | +0.9% | +2.9% | +2.1% |
| 6M | +50.0% | -20.2% | +70.2% | +60.7% |
| YTD | +41.5% | -13.3% | +54.8% | +45.1% |
| 1Y | +32.8% | -22.3% | +55.2% | +44.1% |
| All | +327.1% | +7.7% | +319.3% | +274.6% |
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 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