+194.0%
SYK vs DOC
-4.1%
+198.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -0.9% |
| 7D | -8.3% | -1.5% | -6.9% | -7.8% |
| 30D | -10.1% | -4.8% | -5.3% | -8.4% |
| 3M | +0.9% | +6.9% | -6.0% | -1.7% |
| 6M | -20.2% | +20.7% | -40.9% | -26.6% |
| YTD | -13.3% | +34.1% | -47.4% | -23.8% |
| 1Y | -22.3% | +22.6% | -45.0% | -29.4% |
| 3Y | +9.7% | +20.8% | -11.1% | -2.0% |
| 5Y | +15.4% | -24.9% | +40.3% | +26.3% |
| All | +194.0% | -4.1% | +198.1% | +193.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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