+12.7%
SYK vs NVDL
+2,476.2%
-2,463.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.2% | +2.1% |
| 7D | -9.1% | -10.3% | +1.2% | -8.7% |
| 30D | -20.6% | -7.1% | -13.5% | -20.5% |
| 3M | -9.6% | +6.6% | -16.2% | -10.2% |
| 6M | -19.9% | +21.1% | -40.9% | -21.3% |
| YTD | -21.2% | +15.2% | -36.4% | -22.6% |
| 1Y | -28.4% | +18.8% | -47.2% | -30.2% |
| 3Y | -5.3% | +649.9% | -655.2% | -24.3% |
| All | +12.7% | +2,476.2% | -2,463.5% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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