+105.1%
DOCN vs SPXU
-91.1%
+196.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -3.9% | +13.5% | +6.7% |
| 7D | +3.7% | +1.5% | +2.2% | +7.6% |
| 30D | -33.7% | +6.4% | -40.0% | -27.7% |
| 3M | -27.9% | +4.2% | -32.1% | -21.9% |
| 6M | -46.4% | -7.8% | -38.7% | -45.2% |
| YTD | +81.1% | -27.5% | +108.6% | +62.0% |
| 1Y | +74.3% | -27.1% | +101.4% | +58.1% |
| 3Y | +245.8% | -80.8% | +326.7% | +55.9% |
| 5Y | -23.7% | -84.1% | +60.4% | -51.1% |
| All | +105.1% | -91.1% | +196.2% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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