+203.9%
DOCN vs SYY
+23.5%
+180.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.2% | +0.4% | +2.3% |
| 7D | -19.2% | -7.3% | -11.9% | -18.5% |
| 30D | -43.1% | +0.1% | -43.1% | -43.3% |
| 3M | -40.7% | -8.9% | -31.8% | -40.0% |
| 6M | -55.0% | +5.5% | -60.5% | -56.2% |
| YTD | +50.6% | +6.6% | +44.1% | +45.3% |
| 1Y | +54.0% | +7.7% | +46.2% | +47.6% |
| 3Y | +203.9% | +24.0% | +179.9% | +128.2% |
| All | +203.9% | +23.5% | +180.4% | +128.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling