-29.8%
SYK vs IBB
+44.3%
-74.1%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -1.4% |
| 7D | -12.3% | -5.2% | -7.1% | -10.6% |
| 30D | -22.4% | +1.5% | -23.9% | -22.7% |
| 3M | -12.3% | +22.1% | -34.5% | -17.4% |
| 6M | -24.3% | +17.7% | -42.0% | -28.1% |
| YTD | -22.8% | +20.2% | -42.9% | -27.3% |
| All | -29.8% | +44.3% | -74.1% | -36.6% |
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