+51.3%
SYY vs DOCU
+104.2%
-52.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +3.8% | +2.3% |
| 7D | -7.3% | -5.5% | -1.7% | -7.0% |
| 30D | +0.1% | +12.6% | -12.6% | -0.6% |
| 3M | -8.2% | +36.4% | -44.6% | -10.0% |
| 6M | +6.3% | +66.8% | -60.5% | +2.6% |
| YTD | +7.3% | +13.5% | -6.1% | +6.0% |
| 1Y | +8.5% | +11.3% | -2.8% | +7.2% |
| 3Y | +24.9% | +92.1% | -67.1% | +16.0% |
| 5Y | +8.0% | -71.0% | +79.0% | +7.8% |
| All | +51.3% | +104.2% | -52.9% | +16.8% |
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