-32.9%
DOCN vs SYY
+12.5%
-45.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.0% | +6.1% | +7.0% |
| 7D | -12.8% | -4.1% | -8.7% | -11.2% |
| 30D | -41.9% | +0.3% | -42.2% | -42.6% |
| 3M | -36.9% | -6.3% | -30.6% | -35.5% |
| 6M | -52.2% | +9.7% | -61.9% | -56.2% |
| YTD | +62.7% | +9.4% | +53.3% | +45.8% |
| 1Y | +58.2% | +7.3% | +51.0% | +43.2% |
| 3Y | +219.5% | +27.6% | +191.8% | +133.2% |
| 5Y | -32.9% | +12.5% | -45.4% | -45.0% |
| All | -32.9% | +12.5% | -45.4% | -45.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling