-22.3%
SYK vs PWR
+66.5%
-88.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.5% |
| 7D | -8.3% | +3.6% | -11.9% | -7.9% |
| 30D | -10.1% | -8.6% | -1.5% | -10.9% |
| 3M | +0.9% | -13.2% | +14.1% | +0.1% |
| 6M | -20.2% | +9.9% | -30.1% | -20.7% |
| YTD | -13.3% | +48.0% | -61.3% | -11.8% |
| 1Y | -22.3% | +66.2% | -88.5% | -20.4% |
| All | -22.3% | +66.5% | -88.9% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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