-22.3%
SYK vs SU
+71.8%
-94.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.7% |
| 7D | -8.3% | +3.6% | -11.9% | -8.0% |
| 30D | -10.1% | +7.9% | -17.9% | -9.4% |
| 3M | +0.9% | +3.5% | -2.6% | +0.9% |
| 6M | -20.2% | +19.0% | -39.2% | -18.6% |
| YTD | -13.3% | +55.0% | -68.2% | -10.4% |
| 1Y | -22.3% | +71.2% | -93.6% | -19.0% |
| All | -22.3% | +71.8% | -94.2% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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