+311.2%
SPMO vs DOCU
+110.9%
+200.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.2% | +0.5% | +3.2% |
| 7D | +1.8% | -0.4% | +2.2% | +1.9% |
| 30D | -10.0% | +12.9% | -22.9% | -11.6% |
| 3M | -9.4% | +35.1% | -44.4% | -13.5% |
| 6M | -7.7% | +76.2% | -83.9% | -15.9% |
| YTD | +13.3% | +17.2% | -3.8% | +9.2% |
| 1Y | +12.7% | +16.4% | -3.7% | +8.5% |
| 3Y | +127.5% | +95.6% | +31.9% | +96.7% |
| 5Y | +119.7% | -68.5% | +188.2% | +135.7% |
| All | +311.2% | +110.9% | +200.2% | +197.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling