+14.6%
SYK vs DOCU
-78.0%
+92.6%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.7% | -5.3% | -2.1% |
| 7D | -8.3% | +6.9% | -15.2% | -9.2% |
| 30D | -10.1% | +19.0% | -29.1% | -12.3% |
| 3M | +0.9% | +34.3% | -33.4% | -3.5% |
| 6M | -20.2% | +48.0% | -68.2% | -25.0% |
| YTD | -13.3% | 0.0% | -13.3% | -14.2% |
| 1Y | -22.3% | -10.3% | -12.1% | -22.3% |
| 3Y | +9.7% | +32.4% | -22.7% | +0.7% |
| All | +14.6% | -78.0% | +92.6% | +14.6% |
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