+197.0%
SYF vs DOCU
+80.0%
+117.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -0.5% |
| 7D | +2.4% | +6.9% | -4.5% | +1.3% |
| 30D | +0.8% | +19.0% | -18.1% | -2.3% |
| 3M | +13.4% | +34.3% | -20.9% | +7.3% |
| 6M | +16.3% | +48.0% | -31.7% | +7.7% |
| YTD | -3.0% | 0.0% | -3.0% | -4.4% |
| 1Y | +5.7% | -10.3% | +16.0% | +5.8% |
| 3Y | +160.1% | +32.4% | +127.7% | +140.6% |
| 5Y | +88.5% | -77.9% | +166.4% | +91.7% |
| All | +197.0% | +80.0% | +117.0% | +138.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling