+27.0%
UNH vs SYK
-4.2%
+31.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +9.4% | -8.1% | -0.3% |
| 7D | +0.6% | +11.7% | -11.2% | -1.3% |
| 30D | +8.1% | +19.1% | -10.9% | +5.0% |
| 3M | +1.1% | +1.4% | -0.4% | +0.8% |
| 6M | +11.7% | +17.4% | -5.7% | +7.7% |
| YTD | +26.5% | -2.5% | +29.0% | +26.9% |
| 1Y | +27.0% | -5.3% | +32.3% | +29.8% |
| All | +27.0% | -4.2% | +31.2% | +29.8% |
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