+22,742.0%
SYK vs HUBB
+152,391.4%
-129,649.4%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +2.0% |
| 7D | -9.1% | -0.1% | -9.0% | -9.1% |
| 30D | -20.6% | -10.0% | -10.7% | -20.6% |
| 3M | -9.6% | -1.6% | -8.0% | -9.6% |
| 6M | -19.9% | -3.1% | -16.8% | -19.9% |
| YTD | -21.2% | +4.6% | -25.8% | -21.2% |
| 1Y | -28.4% | +3.3% | -31.7% | -28.4% |
| 3Y | -5.3% | +46.6% | -51.9% | -5.6% |
| 5Y | +6.0% | +158.7% | -152.7% | +5.3% |
| 10Y | +178.4% | +443.5% | -265.0% | +175.8% |
| All | +22,742.0% | +152,391.4% | -129,649.4% | +20,516.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 1990-01-01 to 2026-09-11: compounded portfolio wealth divided by compounded HUBB 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling