+45.4%
NU vs SYK
+9.1%
+36.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +1.2% |
| 7D | -4.2% | -12.3% | +8.1% | +2.6% |
| 30D | +10.0% | -22.4% | +32.5% | +26.1% |
| 3M | +29.3% | -12.3% | +41.6% | +35.6% |
| 6M | +0.9% | -24.3% | +25.3% | +15.9% |
| YTD | -10.3% | -22.8% | +12.5% | +0.7% |
| 1Y | -3.2% | -28.8% | +25.6% | +14.6% |
| 3Y | +120.6% | -4.0% | +124.5% | +103.6% |
| All | +45.4% | +9.1% | +36.3% | +15.4% |
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