+415.9%
SYK vs UUUU
-92.5%
+508.4%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -22.2% |
| 3M | -12.3% | -0.4% | -11.9% | -12.6% |
| 6M | -24.3% | -32.9% | +8.6% | -23.3% |
| YTD | -22.8% | -6.3% | -16.5% | -23.8% |
| 1Y | -28.8% | +7.9% | -36.7% | -30.9% |
| 3Y | -4.0% | +85.2% | -89.2% | -11.9% |
| 5Y | +3.8% | +97.0% | -93.1% | -7.2% |
| 10Y | +172.8% | +492.6% | -319.8% | +116.5% |
| All | +415.9% | -92.5% | +508.4% | +306.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling