+103.1%
DOCN vs SYY
+14.4%
+88.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.1% | -5.3% | -4.7% |
| 7D | +19.1% | +0.3% | +18.8% | +18.9% |
| 30D | -21.0% | -4.8% | -16.2% | -19.8% |
| 3M | -34.7% | -7.1% | -27.7% | -33.2% |
| 6M | -45.8% | +6.8% | -52.6% | -49.0% |
| YTD | +79.4% | +7.7% | +71.7% | +64.6% |
| 1Y | +91.0% | +5.7% | +85.3% | +76.7% |
| 3Y | +237.5% | +24.6% | +212.9% | +166.2% |
| 5Y | -30.4% | +15.6% | -46.0% | -38.7% |
| All | +103.1% | +14.4% | +88.7% | +72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 10y: compounded portfolio wealth divided by compounded SYY 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…
10y analysis · Full analysis span regression · 6 months rolling