+84.9%
SMH vs SYK
-28.8%
+113.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.0% | -0.5% | -3.0% |
| 7D | +1.4% | -12.3% | +13.7% | -2.0% |
| 30D | -2.2% | -22.4% | +20.2% | -8.6% |
| 3M | -1.9% | -12.3% | +10.5% | -5.4% |
| 6M | +41.0% | -24.3% | +65.3% | +38.6% |
| YTD | +55.6% | -22.8% | +78.3% | +53.6% |
| All | +84.9% | -28.8% | +113.7% | +82.3% |
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 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