+95.3%
DOCU vs SPXS
-79.0%
+174.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +13.2% | -15.2% | +2.7% |
| 7D | -3.2% | +14.3% | -17.5% | +1.8% |
| 30D | +15.7% | +19.4% | -3.7% | +23.7% |
| 3M | +37.3% | +16.2% | +21.0% | +45.7% |
| 6M | +63.1% | -3.4% | +66.6% | +62.5% |
| YTD | +15.4% | -19.1% | +34.5% | +8.7% |
| 1Y | +11.3% | -20.5% | +31.8% | +4.6% |
| All | +95.3% | -79.0% | +174.3% | +13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling