+103.1%
DOCN vs SPMO
+165.8%
-62.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.6% | -2.6% | -1.5% |
| 7D | +19.1% | +6.3% | +12.7% | +7.9% |
| 30D | -21.0% | -8.9% | -12.2% | -5.6% |
| 3M | -34.7% | -13.2% | -21.5% | -14.2% |
| 6M | -45.8% | -9.3% | -36.5% | -33.9% |
| YTD | +79.4% | +11.6% | +67.8% | +57.0% |
| 1Y | +91.0% | +13.4% | +77.6% | +62.8% |
| 3Y | +237.5% | +122.9% | +114.6% | -7.7% |
| 5Y | -30.4% | +113.9% | -144.3% | -77.9% |
| All | +103.1% | +165.8% | -62.7% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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