+77.0%
SYK vs DOCU
+71.3%
+5.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.9% | -3.9% | -8.2% |
| 7D | -12.9% | +0.7% | -13.6% | -13.0% |
| 30D | -18.5% | +8.0% | -26.5% | -19.4% |
| 3M | -8.1% | +41.0% | -49.1% | -12.3% |
| 6M | -23.8% | +33.7% | -57.4% | -27.1% |
| YTD | -20.9% | -4.9% | -16.1% | -21.2% |
| 1Y | -29.0% | -20.4% | -8.6% | -27.9% |
| 3Y | -1.7% | +29.6% | -31.3% | -8.8% |
| 5Y | +4.0% | -76.9% | +80.8% | +9.9% |
| All | +77.0% | +71.3% | +5.7% | +28.3% |
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 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