+5.0%
SYK vs BBY
-1.5%
+6.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.0% | -2.0% |
| 7D | -12.3% | +0.7% | -13.0% | -12.4% |
| 30D | -22.4% | +5.8% | -28.2% | -23.4% |
| 3M | -12.3% | +18.0% | -30.3% | -15.3% |
| 6M | -24.3% | +39.8% | -64.2% | -29.7% |
| YTD | -22.8% | +35.4% | -58.2% | -27.9% |
| 1Y | -28.8% | +21.4% | -50.2% | -32.2% |
| 3Y | -4.0% | +39.5% | -43.5% | -14.7% |
| All | +5.0% | -1.5% | +6.5% | -0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling