+755.1%
TEAM vs SYK
+227.7%
+527.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +2.1% |
| 7D | -7.8% | -12.3% | +4.6% | -0.8% |
| 30D | +16.5% | -22.4% | +39.0% | +33.8% |
| 3M | +96.2% | -12.3% | +108.5% | +109.7% |
| 6M | +130.2% | -24.3% | +154.5% | +163.9% |
| YTD | +10.7% | -22.8% | +33.5% | +24.8% |
| 1Y | +3.0% | -28.8% | +31.8% | +21.6% |
| 3Y | -13.1% | -4.0% | -9.1% | -14.0% |
| 5Y | -52.7% | +3.8% | -56.6% | -55.4% |
| 10Y | +509.1% | +172.8% | +336.3% | +239.5% |
| All | +755.1% | +227.7% | +527.4% | +291.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling