+7,347.1%
SHOP vs SYK
+217.7%
+7,129.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.8% | +1.2% |
| 7D | -13.2% | -12.3% | -0.9% | -4.9% |
| 30D | -17.0% | -22.4% | +5.4% | -1.4% |
| 3M | +17.0% | -12.3% | +29.3% | +26.3% |
| 6M | -2.1% | -24.3% | +22.2% | +16.0% |
| YTD | -21.4% | -22.8% | +1.4% | -8.9% |
| 1Y | -11.0% | -28.8% | +17.8% | +9.1% |
| 3Y | +100.9% | -4.0% | +104.9% | +99.4% |
| 5Y | -14.7% | +3.8% | -18.5% | -19.7% |
| 10Y | +2,984.8% | +172.8% | +2,812.0% | +1,425.2% |
| All | +7,347.1% | +217.7% | +7,129.4% | +3,745.6% |
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 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