+167.1%
SYF vs DOCU
+33.7%
+133.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -0.7% |
| 7D | +2.4% | +6.9% | -4.5% | +0.9% |
| 30D | +0.8% | +19.0% | -18.1% | -3.3% |
| 3M | +13.4% | +34.3% | -20.9% | +5.1% |
| 6M | +16.3% | +48.0% | -31.7% | +4.3% |
| YTD | -3.0% | 0.0% | -3.0% | -4.2% |
| 1Y | +5.7% | -10.3% | +16.0% | +6.8% |
| All | +167.1% | +33.7% | +133.5% | +109.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling