+360.5%
BE vs SYK
-21.3%
+381.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.6% | +8.9% | +6.0% |
| 7D | +20.0% | -8.3% | +28.3% | +11.5% |
| 30D | +7.9% | -10.1% | +18.0% | -1.2% |
| 3M | -13.2% | +0.9% | -14.1% | -10.2% |
| 6M | +53.5% | -20.2% | +73.7% | +31.5% |
| YTD | +191.0% | -13.3% | +204.3% | +179.3% |
| 1Y | +360.5% | -22.3% | +382.9% | +309.4% |
| All | +360.5% | -21.3% | +381.8% | +309.4% |
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