+18.4%
U vs SYK
-4.2%
+22.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +9.4% | -4.5% | +4.9% |
| 7D | +7.5% | +11.7% | -4.2% | +7.6% |
| 30D | -7.0% | +19.1% | -26.1% | -6.5% |
| 3M | +20.6% | +1.4% | +19.1% | +18.7% |
| 6M | +53.2% | +17.4% | +35.7% | +61.1% |
| YTD | -3.9% | -2.5% | -1.3% | -8.9% |
| 1Y | +18.4% | -5.3% | +23.7% | +9.8% |
| All | +18.4% | -4.2% | +22.5% | +9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling