+296.5%
SPMO vs DOCU
+104.4%
+192.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -2.6% | -3.4% | +0.7% | -2.2% |
| 30D | -14.2% | +9.3% | -23.5% | -15.4% |
| 3M | -12.7% | +30.2% | -42.9% | -16.2% |
| 6M | -9.6% | +62.1% | -71.7% | -16.6% |
| YTD | +9.3% | +13.5% | -4.2% | +5.7% |
| 1Y | +8.2% | +11.5% | -3.3% | +4.9% |
| 3Y | +119.4% | +89.5% | +29.9% | +90.6% |
| 5Y | +112.5% | -69.6% | +182.1% | +129.2% |
| All | +296.5% | +104.4% | +192.2% | +187.8% |
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