-29.0%
SYK vs DOCS
-65.1%
+36.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -7.3% | -1.5% | -8.4% |
| 7D | -12.9% | -7.3% | -5.6% | -12.5% |
| 30D | -18.5% | -10.9% | -7.6% | -17.9% |
| 3M | -8.1% | +20.3% | -28.4% | -9.0% |
| 6M | -23.8% | -3.6% | -20.1% | -24.4% |
| YTD | -20.9% | -44.9% | +23.9% | -18.5% |
| 1Y | -29.0% | -64.9% | +35.9% | -24.7% |
| All | -29.0% | -65.1% | +36.1% | -24.7% |
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