-6.9%
SYK vs DOC
+20.9%
-27.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.4% | -2.9% |
| 7D | +11.7% | +6.5% | +5.2% | +10.2% |
| 30D | +18.3% | +9.2% | +9.2% | +16.2% |
| 3M | -3.1% | -2.5% | -0.6% | -3.0% |
| 6M | +12.1% | +7.1% | +5.1% | +11.2% |
| YTD | -6.5% | +33.0% | -39.5% | -10.5% |
| 1Y | -6.9% | +23.3% | -30.1% | -8.4% |
| All | -6.9% | +20.9% | -27.8% | -8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling