-61.5%
DOCS vs SYY
+1.0%
-62.5%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -3.1% |
| 7D | -1.4% | -2.3% | +0.9% | -2.0% |
| 30D | +21.8% | -4.9% | +26.8% | +20.4% |
| 3M | +27.3% | +8.4% | +18.9% | +30.1% |
| 6M | -0.3% | -7.4% | +7.0% | -4.0% |
| YTD | -40.5% | +11.0% | -51.5% | -38.2% |
| 1Y | -61.5% | -0.2% | -61.3% | -59.4% |
| All | -61.5% | +1.0% | -62.5% | -59.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling