+70.5%
DOCN vs SYY
+14.0%
+56.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.2% | +0.4% | +1.6% |
| 7D | -19.2% | -7.3% | -11.9% | -16.6% |
| 30D | -43.1% | +0.1% | -43.1% | -43.7% |
| 3M | -40.7% | -8.2% | -32.5% | -38.9% |
| 6M | -55.0% | +6.3% | -61.2% | -57.6% |
| YTD | +50.6% | +7.3% | +43.3% | +38.4% |
| 1Y | +54.0% | +8.5% | +45.5% | +40.0% |
| 3Y | +203.9% | +24.9% | +179.0% | +139.3% |
| 5Y | -29.4% | +8.0% | -37.4% | -37.9% |
| All | +70.5% | +14.0% | +56.5% | +45.5% |
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