+112.5%
NET vs SYK
+15.2%
+97.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -0.9% |
| 7D | -7.0% | -8.3% | +1.4% | -1.2% |
| 30D | -4.8% | -10.1% | +5.3% | +2.2% |
| 3M | +3.8% | +0.9% | +2.9% | -0.2% |
| 6M | +50.0% | -20.2% | +70.2% | +72.8% |
| YTD | +41.5% | -13.3% | +54.8% | +49.9% |
| 1Y | +32.8% | -22.3% | +55.2% | +53.6% |
| 3Y | +335.9% | +9.7% | +326.2% | +238.3% |
| All | +112.5% | +15.2% | +97.3% | +51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling