-29.8%
SYK vs DOV
+7.7%
-37.5%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | +0.2% | -1.8% |
| 7D | -12.3% | -1.9% | -10.4% | -12.2% |
| 30D | -22.4% | -9.9% | -12.6% | -22.0% |
| 3M | -12.3% | -12.1% | -0.2% | -12.0% |
| 6M | -24.3% | -10.4% | -13.9% | -24.3% |
| YTD | -22.8% | -3.3% | -19.4% | -22.8% |
| All | -29.8% | +7.7% | -37.5% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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