+11.5%
SPMO vs DOCU
+11.6%
-0.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -8.9% | -3.7% | -5.2% | -9.1% |
| 30D | -13.8% | +15.0% | -28.7% | -12.8% |
| 3M | -12.5% | +39.9% | -52.4% | -10.3% |
| 6M | -1.5% | +66.2% | -67.6% | +2.8% |
| YTD | +11.3% | +17.7% | -6.4% | +18.3% |
| 1Y | +11.5% | +13.7% | -2.2% | +19.0% |
| All | +11.5% | +11.6% | -0.1% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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