+11.6%
DOCU vs SPXS
-26.8%
+38.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.0% | +7.2% | -0.8% |
| 7D | -4.8% | -1.5% | -3.3% | -4.8% |
| 30D | +9.4% | +9.6% | -0.2% | +11.2% |
| 3M | +29.0% | +8.5% | +20.6% | +31.2% |
| 6M | +62.3% | -5.8% | +68.1% | +63.2% |
| YTD | +13.7% | -25.4% | +39.0% | +11.6% |
| All | +11.6% | -26.8% | +38.4% | +9.9% |
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