+6.2%
SPMO vs DOCU
+10.1%
-3.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +1.5% |
| 7D | -8.7% | -5.5% | -3.2% | -9.1% |
| 30D | -18.7% | +12.6% | -31.3% | -17.9% |
| 3M | -16.4% | +36.4% | -52.8% | -14.4% |
| 6M | -11.9% | +66.8% | -78.7% | -8.3% |
| YTD | +4.9% | +13.5% | -8.6% | +11.1% |
| 1Y | +6.2% | +11.3% | -5.1% | +12.8% |
| All | +6.2% | +10.1% | -3.9% | +12.8% |
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 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