+203.9%
DOCN vs SPMO
+116.1%
+87.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.9% | -0.1% |
| 7D | -19.2% | -8.7% | -10.4% | -5.7% |
| 30D | -43.1% | -18.7% | -24.4% | -19.0% |
| 3M | -40.7% | -16.4% | -24.3% | -18.3% |
| 6M | -55.0% | -11.9% | -43.1% | -42.8% |
| YTD | +50.6% | +4.9% | +45.7% | +48.5% |
| 1Y | +54.0% | +6.2% | +47.8% | +49.5% |
| 3Y | +203.9% | +115.1% | +88.8% | +16.4% |
| All | +203.9% | +116.1% | +87.8% | +16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling