+1,978.3%
NOW vs SYK
+574.4%
+1,403.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.1% |
| 7D | +0.3% | -5.0% | +5.3% | +3.4% |
| 30D | -27.0% | +9.9% | -36.9% | -31.9% |
| 3M | -19.6% | -8.9% | -10.7% | -16.2% |
| 6M | +17.5% | +3.1% | +14.4% | +12.5% |
| YTD | -33.3% | -11.1% | -22.1% | -30.7% |
| 1Y | -39.8% | -16.2% | -23.7% | -35.2% |
| 3Y | -19.9% | +13.2% | -33.1% | -30.2% |
| 5Y | -26.1% | +23.5% | -49.5% | -39.8% |
| 10Y | +518.7% | +213.3% | +305.4% | +144.7% |
| All | +1,978.3% | +574.4% | +1,403.9% | +367.6% |
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