+8.5%
SYY vs DOCU
-71.0%
+79.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +3.8% | +2.3% |
| 7D | -7.3% | -5.5% | -1.7% | -6.9% |
| 30D | +0.1% | +12.6% | -12.6% | -0.7% |
| 3M | -8.9% | +36.4% | -45.3% | -11.0% |
| 6M | +5.5% | +66.8% | -61.3% | +1.2% |
| YTD | +6.6% | +13.5% | -6.9% | +5.2% |
| 1Y | +7.7% | +11.3% | -3.6% | +6.4% |
| 3Y | +24.0% | +92.1% | -68.0% | +12.0% |
| All | +8.5% | -71.0% | +79.5% | +6.3% |
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