+96.2%
SMH vs SYK
-21.3%
+117.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.2% | +2.2% |
| 7D | +2.5% | -8.3% | +10.8% | +0.1% |
| 30D | -0.5% | -10.1% | +9.6% | -3.2% |
| 3M | -9.6% | +0.9% | -10.6% | -10.1% |
| 6M | +42.1% | -20.2% | +62.3% | +43.7% |
| YTD | +57.4% | -13.3% | +70.7% | +60.1% |
| 1Y | +96.2% | -22.3% | +118.6% | +100.8% |
| All | +96.2% | -21.3% | +117.5% | +100.8% |
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