+22,282.0%
SYK vs DOV
+5,803.3%
+16,478.7%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | +0.2% | -1.2% |
| 7D | -12.3% | -1.9% | -10.4% | -11.7% |
| 30D | -22.4% | -9.9% | -12.6% | -19.5% |
| 3M | -12.3% | -12.1% | -0.2% | -8.7% |
| 6M | -24.3% | -10.4% | -13.9% | -21.9% |
| YTD | -22.8% | -3.3% | -19.4% | -22.7% |
| 1Y | -28.8% | +7.8% | -36.5% | -31.8% |
| 3Y | -4.0% | +36.3% | -40.3% | -16.9% |
| 5Y | +3.8% | +14.8% | -11.0% | -5.0% |
| 10Y | +172.8% | +294.0% | -121.2% | +62.4% |
| All | +22,282.0% | +5,803.3% | +16,478.7% | +5,934.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling