+56.5%
SYY vs DOCU
+80.0%
-23.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -1.5% |
| 7D | -2.3% | +6.9% | -9.2% | -2.7% |
| 30D | -4.9% | +19.0% | -23.9% | -6.0% |
| 3M | +8.4% | +34.3% | -25.9% | +6.2% |
| 6M | -7.4% | +48.0% | -55.4% | -10.0% |
| YTD | +11.0% | 0.0% | +11.0% | +10.5% |
| 1Y | -0.2% | -10.3% | +10.0% | -0.1% |
| 3Y | +23.8% | +32.4% | -8.6% | +18.1% |
| 5Y | +18.1% | -77.9% | +96.1% | +19.5% |
| All | +56.5% | +80.0% | -23.5% | +21.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling