-5.3%
SYK vs DOCS
-47.4%
+42.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +6.3% | +3.0% | +8.8% |
| 7D | +11.7% | +1.2% | +10.5% | +11.6% |
| 30D | +19.1% | +21.3% | -2.2% | +17.4% |
| 3M | +1.4% | +58.4% | -57.0% | -1.6% |
| 6M | +17.4% | +39.3% | -21.8% | +13.7% |
| YTD | -2.5% | -21.7% | +19.2% | -2.3% |
| 1Y | -5.3% | -47.3% | +42.0% | -2.6% |
| All | -5.3% | -47.4% | +42.2% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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