+164.4%
SYF vs DOCU
+91.1%
+73.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.7% | -0.9% |
| 7D | -3.8% | -3.2% | -0.6% | -3.1% |
| 30D | +2.6% | +15.7% | -13.0% | -0.6% |
| 3M | -6.5% | +37.3% | -43.8% | -13.3% |
| 6M | +0.8% | +63.1% | -62.3% | -11.0% |
| YTD | -10.1% | +15.4% | -25.5% | -14.1% |
| 1Y | +0.8% | +11.3% | -10.5% | -2.9% |
| All | +164.4% | +91.1% | +73.4% | +109.5% |
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