-76.5%
DOCU vs SPXU
-86.1%
+9.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.4% | +4.4% |
| 7D | +6.9% | -0.1% | +7.0% | +6.9% |
| 30D | +19.0% | +0.8% | +18.2% | +20.0% |
| 3M | +34.3% | -4.7% | +39.0% | +32.2% |
| 6M | +48.0% | -29.6% | +77.6% | +22.7% |
| YTD | 0.0% | -29.9% | +29.9% | -16.6% |
| 1Y | -10.3% | -39.1% | +28.8% | -30.5% |
| 3Y | +32.4% | -80.0% | +112.4% | -41.2% |
| All | -76.5% | -86.1% | +9.6% | -87.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling