-0.3%
SPOT vs SYK
-4.2%
+3.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +9.4% | -4.8% | +1.8% |
| 7D | +16.6% | +11.7% | +4.9% | +12.5% |
| 30D | +29.9% | +19.1% | +10.9% | +22.9% |
| 3M | +31.3% | +1.4% | +29.8% | +30.0% |
| 6M | +43.2% | +17.4% | +25.8% | +35.5% |
| YTD | +8.1% | -2.5% | +10.6% | +7.5% |
| 1Y | -0.3% | -5.3% | +5.0% | -0.7% |
| All | -0.3% | -4.2% | +3.8% | -0.7% |
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