-7.2%
SYK vs SPXU
-79.4%
+72.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.8% | -1.6% |
| 7D | -12.3% | +6.4% | -18.7% | -11.2% |
| 30D | -22.4% | +5.9% | -28.4% | -21.5% |
| 3M | -12.3% | -11.7% | -0.7% | -14.4% |
| 6M | -24.3% | -28.7% | +4.4% | -29.2% |
| YTD | -22.8% | -26.4% | +3.6% | -27.0% |
| 1Y | -28.8% | -35.2% | +6.5% | -34.5% |
| All | -7.2% | -79.4% | +72.2% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling