+22,728.0%
SYK vs GEN
+8,579.3%
+14,148.7%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -11.8% | -2.9% | -8.9% | -11.4% |
| 30D | -20.4% | +2.1% | -22.4% | -20.6% |
| 3M | -12.1% | +19.7% | -31.8% | -14.4% |
| 6M | -24.3% | +33.3% | -57.6% | -27.8% |
| YTD | -21.2% | +11.1% | -32.3% | -23.0% |
| 1Y | -29.2% | +3.0% | -32.2% | -30.0% |
| 3Y | -2.1% | +57.9% | -59.9% | -9.7% |
| 5Y | +4.7% | +20.6% | -15.9% | -0.6% |
| 10Y | +178.2% | +153.2% | +25.0% | +130.7% |
| All | +22,728.0% | +8,579.3% | +14,148.7% | +7,091.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling