+34.8%
SMCI vs SYK
-4.6%
+39.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -3.5% |
| 7D | -1.3% | -12.3% | +11.0% | +1.5% |
| 30D | +18.3% | -22.4% | +40.7% | +25.3% |
| 3M | +27.7% | -12.3% | +40.0% | +27.7% |
| 6M | +17.6% | -24.3% | +41.9% | +28.1% |
| YTD | +27.7% | -22.8% | +50.5% | +36.3% |
| 1Y | -14.9% | -28.8% | +13.9% | -4.5% |
| All | +34.8% | -4.6% | +39.4% | +28.3% |
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