+726.5%
SYK vs SPXU
-100.0%
+826.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +1.3% |
| 7D | -9.1% | +2.5% | -11.6% | -8.3% |
| 30D | -20.6% | +4.2% | -24.8% | -19.5% |
| 3M | -9.6% | -9.3% | -0.3% | -12.1% |
| 6M | -19.9% | -30.7% | +10.8% | -28.0% |
| YTD | -21.2% | -28.1% | +7.0% | -28.1% |
| 1Y | -28.4% | -35.2% | +6.8% | -36.6% |
| 3Y | -5.3% | -79.9% | +74.6% | -37.8% |
| 5Y | +6.0% | -86.4% | +92.4% | -28.8% |
| 10Y | +178.4% | -99.5% | +278.0% | -11.8% |
| All | +726.5% | -100.0% | +826.5% | +1.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling