-29.8%
SYK vs FLEX
+87.5%
-117.4%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.2% | -2.3% |
| 7D | -12.3% | +0.1% | -12.4% | -12.3% |
| 30D | -22.4% | -11.8% | -10.7% | -23.2% |
| 3M | -12.3% | -22.6% | +10.2% | -13.8% |
| 6M | -24.3% | +77.3% | -101.6% | -23.9% |
| YTD | -22.8% | +78.8% | -101.5% | -22.2% |
| All | -29.8% | +87.5% | -117.4% | -30.1% |
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