+103.5%
NU vs SYK
-4.6%
+108.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.7% |
| 7D | -4.2% | -12.3% | +8.1% | -0.4% |
| 30D | +10.0% | -22.4% | +32.5% | +18.9% |
| 3M | +29.3% | -12.3% | +41.6% | +32.6% |
| 6M | +0.9% | -24.3% | +25.3% | +9.9% |
| YTD | -10.3% | -22.8% | +12.5% | -3.8% |
| 1Y | -3.2% | -28.8% | +25.6% | +7.8% |
| All | +103.5% | -4.6% | +108.1% | +111.3% |
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 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