-28.4%
SYK vs MTB
+24.6%
-53.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.7% | +1.9% |
| 7D | -9.1% | 0.0% | -9.1% | -9.1% |
| 30D | -20.6% | -4.8% | -15.8% | -19.4% |
| 3M | -9.6% | +6.0% | -15.6% | -11.0% |
| 6M | -19.9% | +19.6% | -39.5% | -23.4% |
| YTD | -21.2% | +21.5% | -42.7% | -25.4% |
| 1Y | -28.4% | +24.7% | -53.1% | -33.1% |
| All | -28.4% | +24.6% | -53.0% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 2025-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded MTB 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling