+18.5%
SYK vs SWKS
+2.3%
+16.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +4.4% | -3.1% | +7.6% | +4.7% |
| 30D | +16.9% | +8.3% | +8.6% | +16.1% |
| 3M | -5.9% | +20.2% | -26.2% | -8.1% |
| 6M | +14.3% | +24.9% | -10.7% | +10.1% |
| YTD | -6.9% | +33.2% | -40.1% | -11.7% |
| 1Y | -7.6% | +23.6% | -31.2% | -11.4% |
| All | +18.5% | +2.3% | +16.2% | +17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling