+13.7%
DOCU vs SPXS
-30.2%
+43.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.9% | +5.1% | -0.5% |
| 7D | -3.7% | +2.2% | -5.9% | -3.4% |
| 30D | +15.0% | +3.8% | +11.2% | +15.6% |
| 3M | +39.9% | +3.3% | +36.6% | +41.0% |
| 6M | +66.2% | -16.7% | +82.8% | +62.7% |
| YTD | +17.7% | -28.5% | +46.2% | +14.4% |
| 1Y | +13.7% | -30.4% | +44.1% | +9.5% |
| All | +13.7% | -30.2% | +43.9% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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