-22.3%
SYK vs HBM
+123.0%
-145.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.6% | -1.6% |
| 7D | -8.3% | -6.4% | -2.0% | -8.6% |
| 30D | -10.1% | +5.9% | -16.0% | -9.8% |
| 3M | +0.9% | -8.9% | +9.8% | +1.8% |
| 6M | -20.2% | +10.7% | -30.9% | -20.1% |
| YTD | -13.3% | +38.3% | -51.6% | -13.0% |
| 1Y | -22.3% | +121.3% | -143.7% | -22.4% |
| All | -22.3% | +123.0% | -145.3% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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