-22.3%
SYK vs IBB
+51.5%
-73.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.3% |
| 7D | -8.3% | +1.4% | -9.8% | -8.8% |
| 30D | -10.1% | +10.5% | -20.5% | -13.1% |
| 3M | +0.9% | +23.6% | -22.7% | -5.8% |
| 6M | -20.2% | +22.6% | -42.8% | -25.5% |
| YTD | -13.3% | +25.7% | -39.0% | -20.0% |
| 1Y | -22.3% | +51.4% | -73.7% | -32.5% |
| All | -22.3% | +51.5% | -73.8% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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