-52.3%
TEAM vs SYK
+3.4%
-55.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +2.4% |
| 7D | -7.8% | -12.3% | +4.6% | +1.4% |
| 30D | +16.5% | -22.4% | +39.0% | +39.6% |
| 3M | +96.2% | -12.3% | +108.5% | +113.2% |
| 6M | +130.2% | -24.3% | +154.5% | +176.9% |
| YTD | +10.7% | -22.8% | +33.5% | +29.6% |
| 1Y | +3.0% | -28.8% | +31.8% | +29.2% |
| 3Y | -13.1% | -4.0% | -9.1% | -19.9% |
| All | -52.3% | +3.4% | -55.7% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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