+51.5%
DOCN vs SPXU
-27.0%
+78.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -7.0% | +15.1% | +1.4% |
| 7D | -12.8% | -1.5% | -11.3% | -11.9% |
| 30D | -41.9% | +9.7% | -51.6% | -33.9% |
| 3M | -36.9% | +8.4% | -45.4% | -28.2% |
| 6M | -52.2% | -5.7% | -46.5% | -49.9% |
| YTD | +62.7% | -25.4% | +88.2% | +51.2% |
| All | +51.5% | -27.0% | +78.5% | +41.4% |
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