+174.0%
SYF vs DOCU
+104.2%
+69.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.2% | -0.2% |
| 7D | -2.1% | -5.5% | +3.4% | -1.2% |
| 30D | +2.5% | +12.6% | -10.1% | +0.4% |
| 3M | -6.3% | +36.4% | -42.7% | -11.4% |
| 6M | -1.5% | +66.8% | -68.2% | -10.4% |
| YTD | -10.5% | +13.5% | -24.0% | -13.8% |
| 1Y | +1.5% | +11.3% | -9.8% | -2.0% |
| 3Y | +163.3% | +92.1% | +71.2% | +129.9% |
| 5Y | +66.8% | -71.0% | +137.7% | +64.2% |
| All | +174.0% | +104.2% | +69.8% | +115.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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