+54.0%
DOCN vs SPXU
-21.6%
+75.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.3% | +1.8% |
| 7D | -19.2% | +7.6% | -26.7% | -11.7% |
| 30D | -43.1% | +17.5% | -60.6% | -31.1% |
| 3M | -40.7% | +14.7% | -55.4% | -29.1% |
| 6M | -55.0% | -0.1% | -54.9% | -50.2% |
| YTD | +50.6% | -19.8% | +70.4% | +49.1% |
| 1Y | +54.0% | -23.7% | +77.7% | +48.2% |
| All | +54.0% | -21.6% | +75.6% | +48.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling