+7.8%
V vs SYK
-28.8%
+36.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +1.9% | +0.4% |
| 7D | -3.0% | -12.3% | +9.3% | -0.4% |
| 30D | +1.2% | -22.4% | +23.7% | +6.6% |
| 3M | +13.9% | -12.3% | +26.3% | +16.3% |
| 6M | +17.2% | -24.3% | +41.6% | +23.9% |
| YTD | +5.3% | -22.8% | +28.1% | +10.5% |
| All | +7.8% | -28.8% | +36.6% | +16.0% |
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