+51.5%
SYY vs DOCU
+110.9%
-59.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.2% | -4.1% | -1.1% |
| 7D | 0.0% | -0.4% | +0.4% | 0.0% |
| 30D | -2.2% | +12.9% | -15.2% | -2.9% |
| 3M | -8.0% | +35.1% | -43.1% | -9.8% |
| 6M | +7.5% | +76.2% | -68.7% | +3.5% |
| YTD | +7.4% | +17.2% | -9.7% | +5.9% |
| 1Y | +4.9% | +16.4% | -11.5% | +3.3% |
| 3Y | +24.1% | +95.6% | -71.5% | +15.2% |
| 5Y | +13.4% | -68.5% | +81.9% | +12.7% |
| All | +51.5% | +110.9% | -59.4% | +16.7% |
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