-22.3%
SYK vs NVTS
+109.2%
-131.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.3% | -7.9% | -1.4% |
| 7D | -8.3% | +2.7% | -11.0% | -8.3% |
| 30D | -10.1% | -4.5% | -5.6% | -10.1% |
| 3M | +0.9% | -61.5% | +62.4% | -0.1% |
| 6M | -20.2% | +28.0% | -48.2% | -20.1% |
| YTD | -13.3% | +65.3% | -78.6% | -13.0% |
| 1Y | -22.3% | +113.0% | -135.3% | -27.1% |
| All | -22.3% | +109.2% | -131.6% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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