+11.5%
DOCU vs SPXU
-26.1%
+37.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | 0.0% |
| 7D | -3.4% | +0.5% | -3.9% | -3.1% |
| 30D | +9.3% | +10.9% | -1.6% | +11.3% |
| 3M | +30.2% | +9.6% | +20.6% | +32.6% |
| 6M | +62.1% | -4.7% | +66.8% | +63.2% |
| YTD | +13.5% | -24.6% | +38.1% | +11.6% |
| 1Y | +11.5% | -24.7% | +36.2% | +9.7% |
| All | +11.5% | -26.1% | +37.6% | +9.7% |
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