+164.6%
DOCN vs SPXU
-91.4%
+256.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.3% | +1.5% | +3.7% |
| 7D | +1.1% | -0.1% | +1.2% | +1.1% |
| 30D | -9.6% | +0.8% | -10.5% | -8.7% |
| 3M | -37.7% | -4.7% | -33.0% | -37.9% |
| 6M | +115.2% | -29.6% | +144.8% | +77.2% |
| YTD | +133.7% | -29.9% | +163.6% | +94.9% |
| 1Y | +250.2% | -39.1% | +289.2% | +170.9% |
| 3Y | +320.3% | -80.0% | +400.3% | +90.8% |
| 5Y | +53.1% | -86.0% | +139.2% | -11.9% |
| All | +164.6% | -91.4% | +256.1% | +38.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling