-20.5%
SPGI vs SYK
-27.4%
+6.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.5% |
| 7D | -7.4% | -9.1% | +1.7% | -4.8% |
| 30D | +0.4% | -20.6% | +21.0% | +7.3% |
| 3M | +5.3% | -9.6% | +14.9% | +7.3% |
| 6M | +1.7% | -19.9% | +21.5% | +7.9% |
| YTD | -16.4% | -21.2% | +4.8% | -10.8% |
| 1Y | -20.5% | -28.4% | +7.9% | -13.6% |
| All | -20.5% | -27.4% | +6.9% | -13.6% |
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 2025-09-11 to 2026-09-11: 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling