-29.8%
SYK vs NDAQ
-1.6%
-28.2%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.4% | -1.3% |
| 7D | -12.3% | -6.8% | -5.5% | -10.6% |
| 30D | -22.4% | -3.2% | -19.3% | -21.7% |
| 3M | -12.3% | +6.5% | -18.8% | -13.2% |
| 6M | -24.3% | +5.7% | -30.1% | -25.1% |
| YTD | -22.8% | -4.6% | -18.1% | -21.8% |
| All | -29.8% | -1.6% | -28.2% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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