+92.1%
DOCU vs SPXU
-79.5%
+171.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -0.9% | -1.9% |
| 7D | -5.5% | +7.6% | -13.1% | -2.8% |
| 30D | +12.6% | +17.5% | -4.9% | +19.7% |
| 3M | +36.4% | +14.7% | +21.7% | +44.1% |
| 6M | +66.8% | -0.1% | +66.8% | +68.6% |
| YTD | +13.5% | -19.8% | +33.3% | +6.5% |
| 1Y | +11.3% | -23.7% | +35.0% | +2.8% |
| 3Y | +92.1% | -79.5% | +171.5% | +11.4% |
| All | +92.1% | -79.5% | +171.5% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling