+2,627.8%
NOW vs SYK
+500.2%
+2,127.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -8.8% | +3.8% | +0.5% |
| 7D | -6.1% | -12.9% | +6.8% | +2.2% |
| 30D | +7.5% | -18.5% | +25.9% | +21.6% |
| 3M | +17.5% | -8.1% | +25.6% | +22.6% |
| 6M | +7.9% | -23.8% | +31.7% | +25.7% |
| YTD | -12.4% | -20.9% | +8.5% | -0.9% |
| 1Y | -28.6% | -29.0% | +0.4% | -13.7% |
| 3Y | +11.8% | -1.7% | +13.5% | +7.5% |
| 5Y | +2.6% | +4.0% | -1.3% | -5.9% |
| 10Y | +790.0% | +168.8% | +621.2% | +293.5% |
| All | +2,627.8% | +500.2% | +2,127.7% | +568.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling