+5.0%
SYY vs DOCU
-71.9%
+76.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.2% | -2.1% |
| 7D | -8.8% | -3.2% | -5.6% | -8.6% |
| 30D | -2.9% | +15.7% | -18.5% | -3.8% |
| 3M | -10.7% | +37.3% | -47.9% | -12.7% |
| 6M | +4.0% | +63.1% | -59.1% | 0.0% |
| YTD | +4.3% | +15.4% | -11.1% | +2.8% |
| 1Y | +5.0% | +11.3% | -6.3% | +3.8% |
| 3Y | +21.1% | +92.1% | -71.0% | +9.5% |
| 5Y | +5.0% | -70.5% | +75.5% | +2.6% |
| All | +5.0% | -71.9% | +76.9% | +2.6% |
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