+100.2%
XBI vs SYK
-4.6%
+104.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.3% | -1.1% |
| 7D | -4.6% | -12.3% | +7.7% | -1.2% |
| 30D | -0.8% | -22.4% | +21.7% | +6.3% |
| 3M | +21.8% | -12.3% | +34.2% | +25.1% |
| 6M | +23.2% | -24.3% | +47.5% | +32.9% |
| YTD | +28.7% | -22.8% | +51.5% | +37.5% |
| 1Y | +67.8% | -28.8% | +96.5% | +84.4% |
| All | +100.2% | -4.6% | +104.8% | +92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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