+83.4%
SYY vs DOC
+14.9%
+68.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.1% |
| 7D | -8.8% | +6.2% | -15.1% | -11.4% |
| 30D | -2.9% | +6.5% | -9.3% | -5.8% |
| 3M | -10.7% | -6.2% | -4.4% | -8.1% |
| 6M | +4.0% | +25.6% | -21.6% | -8.4% |
| YTD | +4.3% | +32.1% | -27.8% | -11.1% |
| 1Y | +5.0% | +20.3% | -15.2% | -6.1% |
| 3Y | +21.1% | +42.7% | -21.7% | -4.7% |
| 5Y | +5.0% | -22.2% | +27.2% | +14.3% |
| All | +83.4% | +14.9% | +68.5% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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