+15,250.0%
TER vs SYK
+22,728.0%
-7,478.0%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.3% |
| 7D | +12.4% | -11.8% | +24.1% | +17.6% |
| 30D | +5.1% | -20.4% | +25.5% | +14.2% |
| 3M | +4.0% | -12.1% | +16.0% | +6.3% |
| 6M | +29.5% | -24.3% | +53.9% | +40.2% |
| YTD | +98.5% | -21.2% | +119.7% | +110.5% |
| 1Y | +234.1% | -29.2% | +263.3% | +268.2% |
| 3Y | +289.0% | -2.1% | +291.1% | +274.9% |
| 5Y | +228.2% | +4.7% | +223.4% | +208.9% |
| 10Y | +1,895.7% | +178.2% | +1,717.4% | +1,188.1% |
| All | +15,250.0% | +22,728.0% | -7,478.0% | +2,542.2% |
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