+60.1%
DOCN vs SYY
+18.7%
+41.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.3% | +4.1% | +3.5% |
| 7D | +1.1% | -2.3% | +3.4% | +2.4% |
| 30D | -9.6% | -4.9% | -4.7% | -7.2% |
| 3M | -37.7% | +8.4% | -46.1% | -41.3% |
| 6M | +115.2% | -7.4% | +122.6% | +120.6% |
| YTD | +133.7% | +11.0% | +122.7% | +111.0% |
| 1Y | +250.2% | -0.2% | +250.4% | +238.9% |
| 3Y | +320.3% | +23.8% | +296.5% | +226.8% |
| All | +60.1% | +18.7% | +41.4% | +27.4% |
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