-37.6%
SMCI vs SYK
-4.2%
-33.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +9.4% | -15.1% | -1.7% |
| 7D | -17.3% | +11.7% | -29.1% | -12.7% |
| 30D | -31.5% | +19.1% | -50.5% | -25.6% |
| 3M | -6.6% | +1.4% | -8.0% | -4.4% |
| 6M | +6.0% | +17.4% | -11.4% | +13.2% |
| YTD | +1.1% | -2.5% | +3.7% | +8.7% |
| 1Y | -37.6% | -5.3% | -32.3% | -33.7% |
| All | -37.6% | -4.2% | -33.4% | -33.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling