-5.3%
SYK vs UUUU
-55.1%
+49.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.8% | +10.2% | +9.3% |
| 7D | +11.7% | -14.4% | +26.1% | +11.2% |
| 30D | +19.1% | -33.6% | +52.7% | +17.6% |
| 3M | +1.4% | -44.2% | +45.6% | -0.3% |
| 6M | +17.4% | -66.8% | +84.2% | +14.5% |
| YTD | -2.5% | -50.6% | +48.1% | -4.4% |
| 1Y | -5.3% | -57.8% | +52.5% | -7.0% |
| All | -5.3% | -55.1% | +49.8% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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