-71.7%
DOCU vs SPXU
-83.1%
+11.3%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.0% | +7.2% | -3.7% |
| 7D | -4.8% | -1.5% | -3.3% | -5.2% |
| 30D | +9.4% | +9.7% | -0.3% | +15.8% |
| 3M | +29.0% | +8.4% | +20.6% | +36.1% |
| 6M | +62.3% | -5.7% | +68.1% | +59.3% |
| YTD | +13.7% | -25.4% | +39.1% | -1.5% |
| 1Y | +11.5% | -28.9% | +40.4% | -5.5% |
| 3Y | +94.2% | -81.2% | +175.4% | -19.8% |
| 5Y | -71.7% | -83.3% | +11.5% | -83.3% |
| All | -71.7% | -83.1% | +11.3% | -83.3% |
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