-22.3%
SYK vs DOW
+30.0%
-52.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.0% | +1.5% | -1.7% |
| 7D | -8.3% | -2.4% | -5.9% | -8.4% |
| 30D | -10.1% | +0.4% | -10.4% | -10.0% |
| 3M | +0.9% | -14.4% | +15.3% | +0.3% |
| 6M | -20.2% | -7.0% | -13.2% | -21.3% |
| YTD | -13.3% | +30.2% | -43.5% | -17.4% |
| 1Y | -22.3% | +29.2% | -51.6% | -25.5% |
| All | -22.3% | +30.0% | -52.4% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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