+1,179.0%
BE vs SYK
+3.4%
+1,175.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.1% | -3.2% |
| 7D | +9.7% | -12.3% | +22.1% | +15.2% |
| 30D | +22.4% | -22.4% | +44.8% | +35.5% |
| 3M | +10.4% | -12.3% | +22.7% | +10.2% |
| 6M | +67.9% | -24.3% | +92.2% | +83.3% |
| YTD | +197.5% | -22.8% | +220.3% | +217.4% |
| 1Y | +310.6% | -28.8% | +339.3% | +358.6% |
| 3Y | +1,657.2% | -4.0% | +1,661.2% | +1,372.1% |
| All | +1,179.0% | +3.4% | +1,175.6% | +793.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling