-7.2%
SYK vs TECH
+1.2%
-8.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.7% | -1.9% |
| 7D | -12.3% | -0.5% | -11.8% | -12.3% |
| 30D | -22.4% | 0.0% | -22.5% | -22.4% |
| 3M | -12.3% | +37.4% | -49.8% | -16.7% |
| 6M | -24.3% | +36.9% | -61.2% | -28.5% |
| YTD | -22.8% | +23.1% | -45.9% | -26.0% |
| 1Y | -28.8% | +42.2% | -71.0% | -33.7% |
| All | -7.2% | +1.2% | -8.4% | -7.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling