+2.6%
NOW vs SYK
+3.4%
-0.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +1.2% |
| 7D | -9.9% | -12.3% | +2.4% | -2.5% |
| 30D | +2.8% | -22.4% | +25.3% | +19.6% |
| 3M | +23.7% | -12.3% | +36.0% | +33.0% |
| 6M | +12.5% | -24.3% | +36.8% | +31.7% |
| YTD | -14.4% | -22.8% | +8.4% | -1.7% |
| 1Y | -29.0% | -28.8% | -0.2% | -14.1% |
| 3Y | +9.3% | -4.0% | +13.3% | +4.2% |
| All | +2.6% | +3.4% | -0.8% | -12.9% |
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