+95.3%
DOCU vs SPXU
-98.8%
+194.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -0.9% | -2.0% |
| 7D | -5.5% | +7.6% | -13.1% | -2.3% |
| 30D | +12.6% | +17.5% | -4.9% | +21.1% |
| 3M | +36.4% | +14.7% | +21.7% | +45.5% |
| 6M | +66.8% | -0.1% | +66.8% | +68.9% |
| YTD | +13.5% | -19.8% | +33.3% | +5.7% |
| 1Y | +11.3% | -23.7% | +35.0% | +1.9% |
| 3Y | +92.1% | -79.5% | +171.5% | +13.3% |
| 5Y | -71.0% | -81.9% | +10.9% | -79.1% |
| All | +95.3% | -98.8% | +194.2% | -12.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling