+91.3%
SYF vs DOCU
-78.0%
+169.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +5.3% |
| 6M | +16.3% | +48.0% | -31.7% | +4.8% |
| YTD | -3.0% | 0.0% | -3.0% | -4.8% |
| 1Y | +5.7% | -10.3% | +16.0% | +6.0% |
| 3Y | +160.1% | +32.4% | +127.7% | +131.6% |
| All | +91.3% | -78.0% | +169.3% | +84.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling