-22.3%
SYK vs FLEX
+102.8%
-125.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -1.4% |
| 7D | -8.3% | -0.9% | -7.4% | -8.4% |
| 30D | -10.1% | -10.1% | +0.1% | -10.9% |
| 3M | +0.9% | -31.3% | +32.3% | -1.4% |
| 6M | -20.2% | +71.3% | -91.5% | -19.6% |
| YTD | -13.3% | +81.2% | -94.5% | -12.2% |
| 1Y | -22.3% | +98.5% | -120.8% | -21.3% |
| All | -22.3% | +102.8% | -125.2% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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