-19.9%
SYK vs BN
-7.7%
-12.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2026-03-11 to 2026-09-11.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.6% | +1.9% |
| 7D | -9.1% | -5.2% | -3.9% | -7.6% |
| 30D | -20.6% | -14.5% | -6.2% | -17.5% |
| 3M | -9.6% | -15.0% | +5.4% | -5.8% |
| 6M | -19.9% | -5.4% | -14.5% | -21.0% |
| All | -19.9% | -7.7% | -12.1% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 2026-03-11 to 2026-09-11: compounded portfolio wealth divided by compounded BN 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…
2026-03-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling