-5.3%
SYK vs BBY
+33.0%
-38.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +8.0% | +1.4% | +7.8% |
| 7D | +11.7% | +4.5% | +7.2% | +10.8% |
| 30D | +19.1% | +16.0% | +3.1% | +16.5% |
| 3M | +1.4% | +18.6% | -17.2% | -1.0% |
| 6M | +17.4% | +80.1% | -62.6% | +10.2% |
| YTD | -2.5% | +57.4% | -60.0% | -7.0% |
| 1Y | -5.3% | +34.5% | -39.8% | -6.7% |
| All | -5.3% | +33.0% | -38.3% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 1y: compounded portfolio wealth divided by compounded BBY 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…
1y analysis · Full analysis span regression · 6 months rolling