+5.0%
SYK vs UUUU
+88.5%
-83.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.3% | +4.4% | -1.6% |
| 7D | -12.3% | -5.0% | -7.3% | -12.1% |
| 30D | -22.4% | -7.8% | -14.7% | -22.1% |
| 3M | -12.3% | -0.4% | -11.9% | -12.6% |
| 6M | -24.3% | -32.9% | +8.6% | -23.1% |
| YTD | -22.8% | -6.3% | -16.5% | -24.5% |
| 1Y | -28.8% | +7.9% | -36.7% | -32.3% |
| 3Y | -4.0% | +85.2% | -89.2% | -17.0% |
| All | +5.0% | +88.5% | -83.5% | -13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling