+24.6%
SYK vs DOCU
-69.6%
+94.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.6% | -1.0% |
| 7D | -5.0% | +4.1% | -9.0% | -5.5% |
| 30D | +9.9% | +7.4% | +2.6% | +8.8% |
| 3M | -8.9% | +26.0% | -34.9% | -11.9% |
| 6M | +3.1% | +79.2% | -76.1% | -5.4% |
| YTD | -11.1% | +18.1% | -29.2% | -14.1% |
| 1Y | -16.2% | +20.5% | -36.7% | -19.3% |
| 3Y | +13.2% | +96.4% | -83.2% | -1.9% |
| All | +24.6% | -69.6% | +94.3% | +17.3% |
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 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