-22.3%
SYK vs TECH
+36.9%
-59.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -8.3% | +0.1% | -8.4% | -8.3% |
| 30D | -10.1% | +0.7% | -10.8% | -10.1% |
| 3M | +0.9% | +36.3% | -35.4% | -3.0% |
| 6M | -20.2% | +25.6% | -45.8% | -22.8% |
| YTD | -13.3% | +23.7% | -37.0% | -16.3% |
| 1Y | -22.3% | +37.6% | -60.0% | -26.4% |
| All | -22.3% | +36.9% | -59.3% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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