+167.6%
SYK vs SU
+267.8%
-100.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.8% | -1.9% |
| 7D | -12.3% | +1.7% | -14.0% | -12.7% |
| 30D | -22.4% | +9.6% | -32.1% | -24.1% |
| 3M | -12.3% | +11.7% | -24.1% | -14.8% |
| 6M | -24.3% | +21.9% | -46.2% | -28.3% |
| YTD | -22.8% | +58.6% | -81.4% | -31.4% |
| 1Y | -28.8% | +66.5% | -95.3% | -37.6% |
| 3Y | -4.0% | +121.4% | -125.4% | -23.4% |
| 5Y | +3.8% | +355.7% | -351.9% | -35.6% |
| All | +167.6% | +267.8% | -100.2% | +61.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling