+167.6%
SYK vs DAR
+375.1%
-207.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.6% |
| 7D | -12.3% | +0.9% | -13.3% | -12.6% |
| 30D | -22.4% | +6.4% | -28.9% | -23.7% |
| 3M | -12.3% | +13.2% | -25.6% | -15.4% |
| 6M | -24.3% | +26.2% | -50.5% | -29.2% |
| YTD | -22.8% | +84.4% | -107.1% | -34.4% |
| 1Y | -28.8% | +112.0% | -140.8% | -42.0% |
| 3Y | -4.0% | +13.4% | -17.3% | -11.1% |
| 5Y | +3.8% | -6.0% | +9.9% | -2.4% |
| All | +167.6% | +375.1% | -207.5% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling