+173.1%
SYK vs UUUU
+465.5%
-292.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.0% | +7.0% | +2.4% |
| 7D | -9.1% | -10.5% | +1.4% | -8.4% |
| 30D | -20.6% | -10.5% | -10.1% | -20.1% |
| 3M | -9.6% | -14.1% | +4.5% | -9.0% |
| 6M | -19.9% | -35.5% | +15.6% | -18.2% |
| YTD | -21.2% | -10.9% | -10.2% | -22.7% |
| 1Y | -28.4% | +3.4% | -31.8% | -31.7% |
| 3Y | -5.3% | +73.1% | -78.5% | -17.3% |
| 5Y | +6.0% | +87.1% | -81.2% | -11.8% |
| All | +173.1% | +465.5% | -292.4% | +81.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling