+5.0%
SYK vs GEN
+21.1%
-16.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.1% |
| 7D | -12.3% | -4.3% | -8.0% | -11.4% |
| 30D | -22.4% | +3.8% | -26.2% | -23.1% |
| 3M | -12.3% | +22.3% | -34.6% | -16.2% |
| 6M | -24.3% | +39.0% | -63.3% | -30.1% |
| YTD | -22.8% | +11.9% | -34.7% | -25.0% |
| 1Y | -28.8% | +4.5% | -33.3% | -29.7% |
| 3Y | -4.0% | +59.0% | -63.0% | -15.7% |
| All | +5.0% | +21.1% | -16.1% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 5y: compounded portfolio wealth divided by compounded GEN 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…
5y analysis · Full analysis span regression · 6 months rolling