-32.9%
DOCS vs SPXU
-26.3%
-6.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.7% |
| 7D | +2.6% | -7.6% | +10.1% | +1.0% |
| 30D | +11.4% | +5.3% | +6.1% | +13.1% |
| 3M | +25.4% | +9.6% | +15.7% | +28.2% |
| 6M | +42.5% | -4.5% | +47.1% | +44.1% |
| YTD | -24.7% | -25.9% | +1.2% | -24.5% |
| 1Y | -32.9% | -28.9% | -4.1% | -34.0% |
| All | -32.9% | -26.3% | -6.6% | -34.0% |
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