-69.4%
DOCU vs SPXU
-83.3%
+13.9%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.5% | +1.4% |
| 7D | +4.1% | -7.6% | +11.6% | -0.2% |
| 30D | +7.4% | +5.3% | +2.0% | +11.2% |
| 3M | +26.0% | +9.6% | +16.4% | +33.7% |
| 6M | +79.2% | -4.5% | +83.7% | +77.4% |
| YTD | +18.1% | -25.9% | +43.9% | +2.1% |
| 1Y | +20.5% | -28.9% | +49.4% | +2.1% |
| 3Y | +96.4% | -80.5% | +176.9% | -16.3% |
| All | -69.4% | -83.3% | +13.9% | -82.0% |
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