+173.1%
SYK vs HRB
+209.1%
-36.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.5% | +1.9% |
| 7D | -9.1% | -8.0% | -1.1% | -7.1% |
| 30D | -20.6% | -16.0% | -4.7% | -17.2% |
| 3M | -9.6% | +26.9% | -36.5% | -15.0% |
| 6M | -19.9% | +51.1% | -71.0% | -28.4% |
| YTD | -21.2% | +7.1% | -28.2% | -23.6% |
| 1Y | -28.4% | -9.6% | -18.8% | -27.6% |
| 3Y | -5.3% | +25.4% | -30.7% | -14.4% |
| 5Y | +6.0% | +114.9% | -108.9% | -19.9% |
| All | +173.1% | +209.1% | -36.1% | +75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded HRB 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling