+13.7%
DOCU vs SPXU
-30.4%
+44.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.9% | +5.1% | -0.5% |
| 7D | -3.7% | +2.2% | -5.9% | -3.3% |
| 30D | +15.0% | +3.8% | +11.2% | +15.7% |
| 3M | +39.9% | +3.3% | +36.6% | +41.0% |
| 6M | +66.2% | -16.7% | +82.9% | +62.7% |
| YTD | +17.7% | -28.6% | +46.3% | +14.3% |
| 1Y | +13.7% | -30.6% | +44.2% | +9.3% |
| All | +13.7% | -30.4% | +44.0% | +9.3% |
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