-28.8%
SYK vs SWKS
+15.6%
-44.4%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +9.8% | -11.7% | -1.7% |
| 7D | -12.3% | +17.5% | -29.9% | -12.0% |
| 30D | -22.4% | +23.0% | -45.4% | -22.1% |
| 3M | -12.3% | +19.5% | -31.9% | -11.9% |
| 6M | -24.3% | +54.3% | -78.6% | -25.3% |
| YTD | -22.8% | +35.3% | -58.0% | -23.2% |
| 1Y | -28.8% | +17.9% | -46.7% | -29.0% |
| All | -28.8% | +15.6% | -44.4% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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