+54.0%
DOCN vs SYF
+0.3%
+53.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +3.0% | +2.6% |
| 7D | -19.2% | -2.1% | -17.0% | -18.9% |
| 30D | -43.1% | +2.5% | -45.6% | -43.1% |
| 3M | -40.7% | -6.3% | -34.4% | -40.3% |
| 6M | -55.0% | -1.5% | -53.5% | -54.8% |
| YTD | +50.6% | -10.5% | +61.1% | +50.8% |
| 1Y | +54.0% | +1.5% | +52.4% | +43.6% |
| All | +54.0% | +0.3% | +53.7% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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