+50.4%
SYY vs DOCU
+111.8%
-61.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.6% | +3.8% |
| 7D | -6.3% | -3.7% | -2.6% | -6.1% |
| 30D | +0.7% | +15.0% | -14.2% | -0.1% |
| 3M | -7.1% | +39.9% | -47.0% | -9.0% |
| 6M | +6.8% | +66.2% | -59.3% | +3.2% |
| YTD | +6.7% | +17.7% | -11.0% | +5.1% |
| 1Y | +7.5% | +13.7% | -6.1% | +6.2% |
| 3Y | +23.8% | +95.9% | -72.1% | +14.9% |
| 5Y | +12.4% | -71.7% | +84.0% | +12.1% |
| All | +50.4% | +111.8% | -61.4% | +15.9% |
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