-48.1%
DOCS vs SPXU
-21.6%
-26.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -2.2% |
| 7D | -0.8% | +7.6% | -8.3% | +1.1% |
| 30D | +17.4% | +17.5% | -0.1% | +21.5% |
| 3M | +57.4% | +14.7% | +42.7% | +62.5% |
| 6M | +26.5% | -0.1% | +26.6% | +29.0% |
| YTD | -26.6% | -19.8% | -6.8% | -25.5% |
| 1Y | -48.1% | -23.7% | -24.3% | -48.4% |
| All | -48.1% | -21.6% | -26.4% | -48.4% |
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