-5.3%
SYK vs IBKR
+2.6%
-7.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.6% | +5.3% | -1.3% |
| 7D | +7.5% | -11.1% | +18.5% | +7.5% |
| 30D | +20.4% | -19.7% | +40.2% | +20.3% |
| 3M | -0.3% | -18.0% | +17.7% | -0.2% |
| 6M | +14.2% | -13.2% | +27.3% | +13.4% |
| YTD | -3.8% | +13.4% | -17.3% | -6.2% |
| 1Y | -5.3% | +2.0% | -7.3% | -7.3% |
| All | -5.3% | +2.6% | -7.9% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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