-7.2%
SYK vs IBB
+60.8%
-68.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -1.4% |
| 7D | -12.3% | -5.2% | -7.1% | -10.4% |
| 30D | -22.4% | +1.5% | -23.9% | -22.9% |
| 3M | -12.3% | +22.1% | -34.5% | -18.7% |
| 6M | -24.3% | +17.7% | -42.0% | -28.9% |
| YTD | -22.8% | +20.2% | -42.9% | -28.2% |
| 1Y | -28.8% | +44.4% | -73.2% | -38.5% |
| All | -7.2% | +60.8% | -68.1% | -25.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling